Putting the Gears in Motion
We have two solutions:
- Do-it-yourselfers (simply download the PDF paper)
- Utilize our help for those that may need or want professional help
Do It Yourself!
With this complimentary report on “Engineering Your Retirement Plan”, you can gain the knowledge to help you:
- Create an income stream to meet your monthly expenses
- Develop an investment category for emergencies and medium-term expenses
- Plan for your long-term expenses, such as Long-Term Care
- Understand your Risk Tolerance and investing objectives
- Have a Retirement Plan so that you can have a peace of mind
Utilize Our Help
Architecting a “de-accumulation” strategy for your nest egg isn’t for the faint of heart or the inexperienced. There is no “do-over” at this stage. As a fiduciary, we can help you engineer your Retirement Plan without product bias and at a very reasonable cost. Using our process, we can create a personalized Retirement Plan for you.
Getting started is easy. Gather your financial records and fill out our secure, encrypted online questionnaire. You’ll find all the steps on our Get Started page. We will send you a quotation and you can decide when to proceed. We will then work together with you either in-person or via remote web conference calls. We can serve the engineering community virtually across the country!
This paper “Engineering your Retirement Plan” provides you with the steps to engineer your retirement plan, including Research, Planning, Analyzing, Optimizing, Stress-Testing, and Release. All the engineering steps you would expect for a successful project.
If you have an engineering type of mindset, I think you will appreciate this engineering approach to developing your Retirement Plan. Download the PDF below and then decide if you want to do-it-yourself or utilize our professional expertise.