If You Are Retired Or Close To Retiring, Watch This Now to Claim Free Plan!
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Are you a recent retiree or planning to retire within the next 5 years? Obstacles like inflation, market volatility, and a potential recession make it harder than ever to have confidence in your retirement strategies. Decisions like when and how to retire, when to claim Social Security, and how to create a work-free life will define your retirement.
But here’s the good news: challenging times also create extraordinary opportunities for those who know where to look.
That’s why we’re offering a FREE, no-strings-attached retirement plan worth $3,000 to a select few who qualify. And no, this isn’t some bait-and-switch or a gimmick with a catch.
We’re doing this because we’re so confident in the value of our personalized approach that we know once you experience it, you'll want us as your full-time partner in retirement planning.
This isn’t just any retirement plan — it’s a custom strategy crafted specifically for you, designed to help you navigate uncertainty and take control of your retirement with confidence.
But this offer won’t last long. Don’t miss your chance to secure your future and find out what real peace of mind feels like.
Click below to see if you qualify and claim your free plan now!
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Pillar #1
A Holistic Income Strategy
- I know how much I will need to cover my expenses each month in retirement (~80% of your current monthly budget is a solid estimate).
- I have estimates for how much extra I will spend each year on travel, home improvements, gifts, medical care, and other one-off expenses.
- I have a clear understanding of the guaranteed income I will receive from sources such as Social Security, pensions, annuities, veteran’s benefits, etc.
- I understand that a retired couple could need $300,000+ to cover healthcare expenses after age 65, and my income plan accounts for those expenses.1
- My income strategies account for inflation (if I need $100,000 this year, I will need ~$186,000 in 20 years to have the same quality of life at 3% inflation).
- I understand all my Social Security options and how to maximize my guaranteed lifetime income.
- My spouse and I have coordinated our claiming strategies to help maximize our income.
- Our income strategy helps protect a surviving spouse from loss of income.
- I have adequate liquid cash on hand for emergencies and unexpected expenses so that I’m not forced to liquidate investments.
- A financial professional has looked over my income strategy to identify any problems or mistakes.
Take Advantage Now Before the Offer Ends
Turning your savings into enough income to last the rest of your life is complicated — and frequent rule changes make it complicated to navigate alone.
Sign up below to Get a $3,000 Retirement Plan… FREE (Qualified Prospects Only)
Book a FREE 1-on-1 Retirement Success Session
Pillar #2
A Market Readiness Strategy
- I have completed a risk questionnaire and understand all the risks I’m taking with my retirement savings.
- I understand that my investing strategy will need to change in retirement so I don’t run out of money later in life.
- My income strategy includes guaranteed income to help protect my lifestyle from market volatility.
- I understand “sequence-of-returns” risk and that withdrawing too much when my portfolio has lost value can have a lasting negative effect on my retirement.
- I have run multiple portfolio scenarios with different growth and inflation assumptions and am confident that my withdrawal needs are “safe.”
- My income plan is flexible, and I’ve planned for the inevitable ups and downs of the stock market.
- A financial professional has reviewed my market plan and assumptions to identify any problems.
Why should you get a professional opinion of your market strategy?
I have access to sophisticated software that lets me “stress-test” your portfolio under different market conditions to find the weak points and suggest solutions.
Sign up below to Get a $3,000 Retirement Plan… FREE (Qualified Prospects Only)
Book a FREE 1-on-1 Retirement Success Session
Pillar #3
A Forward-Thinking Tax Strategy
- I have reviewed my strategies in light of recent changes in tax legislation to make sure I’m using every opportunity to potentially lower my taxes now and in the future.
- I understand how Taxable, Tax-Deferred, and Tax-Free wealth buckets work, and my drawdown strategy helps maximize my after-tax income.
- I understand that Medicare and Social Security depend on the future fiscal stability of the U.S.
- I understand that the debt held by the U.S. is expected to break historical records by the 2030s (surpass 100% of GDP) and that my future tax rates are likely to increase.2
- I am staying abreast of changing tax rules and working with a financial professional to proactively plan for future taxes.
Why should you get a professional opinion of your tax strategy?
Simple: don’t give Uncle Sam a dime more than you have to. Tax laws change constantly and your strategies need to keep up.
Sign up below to Get a $3,000 Retirement Plan… FREE (Qualified Prospects Only)
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I can help you get clarity about your retirement plans and help you create the roadmap to a successful work-free life.
You might be thinking to yourself: this is too overwhelming to deal with right now. Before you set this checklist aside for later, I want to remind you of something: you’ve already made the decision to take action. The first step is the hardest, and you’ve already taken it. Just taking that step puts you much farther ahead than most people.
It’s okay not to have all the answers to the questions presented in this checklist. What’s important is identifying where you still need to take action. If you need some advice or encouragement, please call my office to schedule a chat.
Even if you feel comfortable with your current retirement plan, I’d recommend getting a professional to find out if the changes from the new retirement regulations impact your current strategy.
Book a FREE 1-on-1 Retirement Success Session
Sources & Disclosures
1 https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs
2 https://thehill.com/policy/finance/541675-debt-to-break-wwii-record-by-2031
3 https://www.wsj.com/world/birthrates-global-decline-cause-ddaf8be2?mod=wknd_pos1&mod=wknd_pos1
4 https://www.project-syndicate.org/onpoint/a-global-debt-explosion
5 Trend Following: What’s Not to Like? Man Group - May 2023
7 https://www.envestnetinstitute.com/article/when-diversification-fails
8 https://www.wsj.com/finance/investing/dividend-stock-etf-1f481e82
9 https://www.inquirer.com/economy/tax-cuts-jobs-president-congress-20240905.html
Disclosure:
The free retirement plan offer is available only to individuals who meet the eligibility requirements. To qualify, you must have at least $500,000 in investible assets in an IRA, Roth IRA, or taxable brokerage account, or you must be at least 59.5 years old with a minimum of $500,000 in a retirement plan that is eligible to be rolled over through an in-service distribution. Residents of Texas and Louisiana do not qualify. This offer is provided with no strings attached and is not a bait-and-switch. We believe in the value of our personalized retirement planning services and are confident that, after experiencing our expertise, you will consider becoming a full-time client. This offer is limited and subject to change without notice. Please contact us directly for further details.
Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.
This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax professional.
Important Information
