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

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