Services

How We Can Help?

Retirement assets can be exposed to four major financial risks:

  • Market Risk
  • Withdrawal Rate Risk
  • Longevity Risk
  • Medical Expenses/ Long-Term Care Expenses

We can help you reduce these risks through a wide range of services and solutions, including:

Financial Analysis – Want to know the month and year you could run out of money? Do you know what your current plan looks like 30 years down the road? Have you taken into consideration how a premature death or long-term care event could affect your family? Will you outlive your money? Our Financial Analysis report can answer these questions and more for you.

Social Security Optimization – When should you (and your spouse) file for social security benefits? Learn how to avoid “Sign Up” mistakes, unnecessary taxes and reduction in benefits. Our social security report provides a broad overview for maximizing and coordinating your benefits. We have seen clients increase their lifetime benefits by as much as $150,000, just by knowing when to file with this report.

Annuity Check – Through new proprietary software, we can tell you what the insurance companies haven’t and what your current advisor doesn’t know, your true internal rate of return. Learn when 1% costs you 21%. What is the actual amount earned in your current investment (this works for any account: Annuities, Mutual Funds, Stocks, Bonds, Money Market Accounts, CD’s, 401k, 403B or IRA’s) after fees? We have seen clients increase their investment income up to 40%.

AssetLock – Rethink Investing. The status of your Retirement is now in YOUR hands. In most investment relationships, there are three parties involved: the investor, the advisor, and the money manager. AssetLock is designed to help all three communicate and ensure the message is consistent. A free communication tool that will keep you informed about the status and progress of your retirement portfolio.

Contact us for your FREE Complimentary Reports.

Don’t wait to RETAIN YOUR GAINS…

Learn more about retirement planning.


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