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?

Three Separate Plans

Each plan is carefully crafted and analyzed with you and your safest retirement in mind. We get to know your retirement goals and needs and consider everything you have already worked so hard to put in place.

The first plan strategically maps out the path your current retirement setup will take.

Your second plan demonstrates how the risks you will face will affect your retirement.

The third and final plan applies solutions and strategies unique to you to reduce and overcome the risks you are exposed to

Step-By-Step Roadmap

No one’s retirement is the same, so that means there is no one-size-fits-all approach. With your Risk-Based Retirement Plan, our team will put together a plan of action to get you to your safest, most secure retirement. Addressing each risk and hole in your retirement plan, your roadmap will give answers that can be implemented to reduce and eliminate your chances of running out of money in retirement.

Detailed Social Security Analysis

For decades in your working years you contribute towards your Social Security benefits. With this perk we will analyze your earnings and take into consideration your situation and determine the best strategy to maximize your Social Security benefits for retirement.

Other Perks to our Risk-Based Plan:

  • Implementation of Your Plan
  • Consultation of Your Plan for 1-Year
  • Solutions for Each of the 10 Risks
  • Roth Conversion Analysis
  • Consultation with Medicare Expert
  • Principal Protection Education & Implementation

100% money back guarantee if we can’t show you how to get more income, a greater legacy or more peace in your retirement.

*You can receive a full refund up to 60 days after purchase if we can’t show you how to get more income, a greater legacy or more peace in your retirement.

Ready for a safer, more secure retirement?

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