6-Week Retire-Ready Blueprint

Know what you can spend, when to claim Social Security, and how your plan holds up to market drops — before you retire.

Get a complete, stress tested retirement plan in 6 weeks. Ideal for pre-retirees ages 50-65 and 10 years or less from retirement. Fixed $4,000. 

What’s included:

• Projected retirement income (portfolio, pensions, Social Security, etc.)
• Withdrawal strategy by account type (taxable, tax-deferred, Roth)
• Social Security timing options
• Portfolio longevity: how long will your assets last?
• Pre-Medicare health insurance estimate (if retiring before 65)
• Cash-flow plan and safe-spending estimates
• Estate flow chart
• Market scenario stress tests
  

Is this what you need before retirement?

How it works:

• Step 1: 30-minute Intro Call to get acquainted and discuss your high-level retirement planning goals. Verification of investable assets.
• Step 2: 60-minute Planning Meeting (in-person or Zoom) for in-depth goal conversation. Execute planning agreement. Payment due within 48 hours (ACH or Check). All required documents/data are due within 14 days of this meeting (uploaded via secure client portal).
• Step 3: 90-minute Preliminary Plan Review. Verify all data provided by you is accurate, identify any missing information, review draft recommendations.
• Step 4: 90-minute Retire-Ready Blueprint delivery. Final recommendations. Finalized plan documents delivered after meeting.

Additional Notes:

• Delivery within 6 weeks after documents/data are uploaded to client portal. If I can’t deliver within that timeframe due to my workload, I’ll tell you before you pay and offer a new timeline.
• No obligation beyond this engagement to move assets under my management. You can implement the plan anywhere. If you’d like to see what that would look like with me, you can ask and I’ll show you the specifics.
• My client minimum is $250,000 in investable assets. At that level, the $4,000 fixed fee equals 1.6% of your investable assets. If your assets are greater than the minimum, the better the effective percentage, as the percentage decreases as investable assets increase.

Question to ask yourself:

• Is a one-time 1.6% (or less) fee worth replacing the guesswork with a clear, stress-tested retirement plan? In a few weeks, you’ll know your income sources, withdrawal order, Social Security timing, portfolio durability, healthcare impact, cash flow, estate flow, and how a prolonged downturn affects your plan.

One decision. One-time cost. Years of planning.

1750 N. Maitland Ave., Maitland, FL 32751. Our office Phone Number 321.304.4000.