Find out if your retirement strategy will address the 7 major risks in your retirement

Professional guidance • No Obligation • Financial Review


What does your current retirement plan look like?

  • Whether you’ve never created a written retirement plan
  • You have a plan in place but know it needs to be better
  • You’ve spent time with another advisor building a plan but want a second opinion

A Retirement Tune-up financial review™ is just for you!


Even a Ferrari needs a tune-up now and again!

When’s the last time you got a second opinion on your financial strategy?


Here’s how it works:

Our process starts with a no-obligation Retirement Tune-Up™ financial review and could end with presenting you with a complete financial strategy that addresses what we believe are key areas of a healthy retirement lifestyle, from daily income to healthcare costs to taxes.


1 Evaluate

Schedule your Retirement Tune-Up™ financial review to find out if your current plan is on track to meet your retirement goals.


2 Plan

Meet with our team to discuss your results and map out a 5-Star Retirement Plan™ to steer you toward your goals.


3 Implement

Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!


4 Review

We’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.


What’s a 5-Star Retirement Plan™?

According to Dr. Wade Pfau from The American College1, there are seven risks retirees face.

  1. Inflation
  2. Longevity
  3. Long-term illness
  4. Rising health care costs
  5. Changes in government programs
  6. Death of a spouse
  7. Sequence of returns

All of our advisors are equipped to help you combat these risks. Using our 5-Star Retirement Plan™, we can build you a custom plan that helps you work toward your ideal retirement.

1 Dr. Wade Pfau. Retirement Researcher. “The Changing Risks of Retirement.” Accessed September 12, 2019

  • income


  • investments


  • estate_plan

    Estate Plan

  • taxes


  • healthcare


No one can predict the future, but our Retirement Tune-Up™ financial review can help you prepare for it.

Check out Bill’s new book!

“Retirement Tune-Up: Plan Well and Prosper in Retirement"

As you motor along the highway toward retirement — whether you have an elaborate plan for retirement, an average plan or no plan at all — Bill’s book can help you assess how your strategy stacks up against the potential roadblocks ahead, the seven risks of retirement. Find out whether your plan could use a tune-up or a full rebuild.