We are Changing the Paradigm of

Retirement planning

Eliminating complex graphs, spreadsheets, and plans with low probability that ignore many aspects of your retirement.

Risk-based retirement planning, tailored to you

Financial risk is more prevalent than ever in retirement. And unfortunately, traditional retirement planning has become part of the problem. With financial risks robbing retirees of their hard-earned money and joy, risk-based retirement planning was created to remedy that—a new paradigm to retirement planning.

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CPAs educated

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MY SERVICE

We service the whole U.S! I do like the fancy map the template has

How We Help

Getting to know who you are as a person and your retirement needs and wants is just the beginning. We assess your risk exposure and tolerance, stress-testing your current retirement plan

With an actionable roadmap, we put together a custom risk-based plan that shows strategies unique to you that will help reduce the financial risks you will face in retirement.

Retirement Protection Package

Safeguarding your retirement from the financial risks that may leave you broke.

Risk-Based Retirement Plan Bundle

Three plans that demonstrate how the financial retirement risks could affect your retirement and how your solutions will help increase your cash flow, protect your legacy, and bring you better peace of mind.

Detailed Social Security Analysis

Get the best claiming strategy for your Social Security benefits, one that will maximize them for you and your loved ones.

Step-By-Step Roadmap

Actionable steps that are custom-built to get you the safest, most secure retirement.

Implementation & Consultation

Together we will put into place your unique strategies to combat and reduce the risks you will face.

Solutions for Top Ten Risks

Tackling each of the ten risks, we provide individual solutions for each.

TESTIMONIAL

What Clients Have to Say

“Working with Dave and the team has been a pleasure. I have a plan for retirement now that helps cover long-term care costs and increases my cash flow. Can’t recommend their services enough!”

Marley

“Our advisor, Dave, and the team were fantastic to work with during these last few months. They listened to our needs and wants for our retirement and helped us put together a retirement plan that will last if we lived beyond 100. We even have a legacy to leave behind to our kids and grandbabies now.”

Sebastian & Dominka

“I didn’t know that my 401(k) exposed me to so much risk…and now I actually have more money for my retirement years. Getting the Retirement Protection Package was worth every penny!”

Li and Maeve

OUR BLOG

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