Start Your Risk-Free Retirement Plan
This is the ultimate experience for those seeking a safe & secure retirement!
What Is Included?
When you sign up to get your Risk-Based Retirement Plan you will have access to your Advisor along with the tools you need to begin reducing and eliminating the financial risks facing your retirement!
- Risk-Based Retirement Plan - Get side-by-side comparisons, three plans are mapped out to age 100, utilizing your income and assets. The first plan assumes you never met us. The second plan maps out risk-exposure and assumes you never met us. The third plan applies our strategies to provide an optimal risk management of the financial risks you will face in your retirement.
- Retirement Road Map – Step-by-step direction on how to get from where you are now to your optimal plan.
- Personal Advisor- Have one-on-one meetings with a Certified Retirement Risk Advisor to help you understand your Risk-Based Retirement Plan and achieve your optimal plan.*
- Case Studies – Access to personalized case studies to aid in understanding the risks facing your retirement.
- Facebook Group – Earn access to our member-only, exclusive Facebook group!
- And so much more!
*Once presented and educated on your plan you will have one opportunity to make any adjustments. Any additional changes or annual updates may result in additional fees.
Dave Hall, CPA
“It’s not about getting to retirement; it’s about getting safely through retirement. My team is here to help eliminate the financial risks you will face during this longest, self-imposed period of unemployment!”
About Your “Risk-Based Retirement Plan”
Once you sign-up, you will be sent a fact finder to fill out. This will provide your advisor with the necessary information they need to build your plan. Once built, you will begin meeting with your advisor to review your plan. Once you are happy with your plan and you understand how works, it is yours to keep as guidance along your retirement path.
You May Be Thinking…
I am not ready for retirement.
I have a lot to do to get ready.
I can just work on this myself when I have time.
Excuses like this should not stop you. We have proven time and time again that our Risk-Base Retirement Plans help turn an average retirement into a better, safer, and more secure retirement.
Many people think they are ready for retirement, but truth is more than 60% are unprepared.