Know When and How You Could Retire, In Just A Few Weeks!

Have your friends asking how you’re able to retire already…

Do you say this about preparing for retirement…?

  • I don’t have any time
  • I don’t know when I can afford to retire
  • I don’t know what to do or where to start
  • I don’t know if I’m saving enough
  • I’ll do it once the kids are out of school
  • I can’t afford it right now
  • I’ll wait until I get closer
  • I know what I’m doing…

What you’re looking for?

  • A guide to retirement that doesn’t take a lot of time and effort.
  • A done for you plan that’s quick and easy to understand.
  • Guidance that’s tailored to your specific situation.
  • Answers to the questions that you don’t know to ask.
  • Answers how much you need saved for retirement and where to save it.
  • Support and guidance when the market is crashing.
  • Direction on how to use your money in retirement so its tax efficient and it last your lifetime.
  • More peace of mind and confidence about your future.
  • Knowing your spouse and your family will be okay.

How do we help our clients with this every day?

Read Video Script

Schedule Quick Intro Call
Schedule Discovery Meeting

Upfront Total Time Allocated: 50-70+ hours

How long until you’ll know when you can retire: Unknown

Ongoing Annual Time Needed: 6-12 hours

Benefit: Cost less money

Sacrifice: A lot of time, energy, and frustration

Outcome: Hope you did everything right

DIY: “Do It Yourself"

What you’ll need to learn and how long will it take?

  • Learn how different investments work (5-7 hours)
  • Evaluate your workplace benefits (1-2 hours)
  • Learn how the tax laws will affect you (5-6 hours)
  • Learn how to calculate your spending and project it for inflation (1-3 hours)
  • Evaluate your investment options, analyze them, and create an allocation. (10-12 hours)
  • Calculate how much you’ll need saved and where to save it (4-5)
  • Learn how social security works and when you should take it. (2-3 hours)
  • Learn how your pension works if you have one and what options you should take (4-5 hours)
  • Run your own retirement analysis (6-10 hours)
  • Learn about retirement income strategies, how to calculate your income need, what’s right for you, and implement (4-5 hours)
  • Learn about college funding options (1-2 hours)
  • Learn about life insurance and long-term care insurance, run your protection analysis, evaluate companies, and apply if needed (5-8)
  • Learn about estate planning, wills, trust, and if its applicable to you (5-8 hours)
  • Evaluate any other unknown variables (Unknown)

DFY: “Done For You”

What you’ll need to do and how long it’ll take?

  • Schedule a meeting“Click Link Below”(1-5 mins)
  • Discovery Conversation (60-90 mins)
  • Supply a few documents-i.e. Account statements, tax return (30-60 mins)
  • Recap and Planning Fee Meeting (30 mins)
  • Planning Meeting (60-90 mins)
  • Recommendations and Implementation Meeting (60-90 mins)

Upfront Total Time Allocated: 4-6hours

How long until you’ll know when you can retire: 3-4 weeks

Ongoing Annual Time Needed: 1 hour

Benefit: Much less time and energy, Professional Expertise.

Sacrifice: An investment fee for planning and advice.

Outcome: A plan specific to your needs with simple actions steps to your desired destination

Schedule Quick Intro Call
Schedule Discovery Meeting