Risk-Based Retirement Planning and Consulting

Bid financial risks in your retirement

With our Risk-Based Retirement Plan you can get peace of mind and clarity towards your retirement.  Based on your unique situation, your retirement is reviewed, analyzed and stress-tested to show what effect various financial risks will have on your retirement and what you can do to reduce or eliminate them.

68% of CPAs and their clients are afraid they will run out of money in retirement. And it is proving to be a valid concern since over 50% of them will. This is happening because traditional retirement plans are not designed to identify and remove the financial risks that current retirees face.

The Problem

The landscape of retirement is ever-changing and it is not exactly for the better. Currently, retirees are outliving their retirement funds and assets due to increased financial risks they face–such as inflation, longevity, sequence of returns. And a traditional retirement plan exposures new retirees to these additional risks previous generations never had to face. Much of this additional risk has been brought on because retirees are retiring earlier, living much longer, and have less income.

The Solution

A Risk-Based Retirement Plan provides simple steps to eliminate the financial risks you will face during your retirement. Retirement planning isn’t about fancy complex graphs and spreadsheets. It is about an understanding that no one’s retirement is and will be the same. What your retirement needs is an individualized, customized risk-based approach that offers you proven strategies to overcome the risks many will experience in retirement. 

The best service you can provide your future retirement
is being prepared for the risks you will face.

Consultation Services

The Top Ten Risks of Retirement

Strategic planning for a safe and secure retirement needs to consider these financial risks:

  • Social Security Risk
  • Tax-Rate Risk
  • Longevity Risk
  • Sequence of Return Risk
  • Withdrawal Rate Risk
  • Long-Term Care Risk
  • Inflation Risk
  • Medicare Risk
  • Elder Abuse Risk
  • Lack of Income Diversity Risk

What’s Included?

Comprehensive Review of Current Plan

We will get to know your current situation and better understand your goals so we can build upon the good you have in place. This will include looking at current retirement plans and products you may have.

Detailed Analysis of Retirement Financial Risk Exposure

Once we know where your current retirement plan is, our risk-based approach stress tests for weaknesses by identifying the various risks that will arise in your retirement. By assessing the impact of each risk, we can determine the longevity of your retirement assets.

Design a Risk-Based Plan

The end goal is to provide you with a customized Risk-Based Plan with steps and strategies you can take to secure the longevity and security of your retirement money. We can help you implement the recommendations with our team of expert planners and consultants.

Other Perks to our Risk-Based Plan:

  • Online Binder
  • View of 3 Separate Retirement Plans
  • Social Security Analysis to Maximize Your Benefits
  • Roth Conversion Analysis
  • Consultation with Medicare Expert
  • Principal Protection Education & Implementation
  • Retirement Roadmap

*100% money back guarantee if you aren’t completely satisfied. You can receive a full refund up to 60 days after purchase.

Ready for a safer, more secure retirement?

Your retirement will thank you for a risk-based retirement​ plan.