How it Started

What started as a solution for my own retirement might be the one for yours too.

A New Plan for The New Retirement

I couldn't find the plan that was right for me, so I built it.  I created a system that anyone can use to plan retirement and create sustainable income. 

Anyone who wants a solid retirement plan can have one without exorbitant time commitments or the burdens of ongong management.

You get the results – we handle the legwork.  Your retirement is managed in our capable infrastucture so you can focus on the big picture and save time.

If You Are Like Most of Our Clients the Money isn't the Problem - it's the Uncertainty.

People that are happy with what they have saved but it can be a challenge to get clear answers about how retirement works or planning for their individual needs.  They know the “what” they want to do.  It is just the “how” part that is the grey area.  And the “why” of the different options and choices.  How does it work for the results I want and why would I do that?

I found that there is a sea of information - but nothing tells you how to build plan — or shows you what a successful plan is.

I know because when I planned my own retirement over twenty-five years ago, I probably had the same questions that you might have too.

• How much money do I need to retire?
• How do I create income from my savings without overspending?
• How do I protect myself from recessions?
• How do I deal with inflation and rising costs?
• How do I make the money last?

Even Working on Wall Street, I Hit a Dead End.

At that time, the standard retirement plan was to save an unknown amount of money and either spend it down at 4% a year or buy a variable annuity.

There wasn't anything about dealing with inflation or surviving a recession.  That was what really kept me up at night.

There wasn't anything on how to make the money last.  Those income plans are based on depleting your savings.  We both know you can't draw on your savings forever.  At some point, it will run out.

I needed an entirely new concept to replace this old hit-or-miss, hope-for-the-best model.  There is just way too much at stake to not know the end game.

Retirement Today is New and Complex

Today's retirement is way different than it was before.  Longevity presents a whole new set of problems.   The chaos in the economy, wild market volatility, and inflation are major factors.

Preserving your principal is no longer optional.  We are living longer healthier, more active lives.  Our life expectancy is continuing to increase; healthcare is a vital issue.  The savings must last longer than ever before.

Retirement has changed on a fundamental level.  So, naturally the plan changed too.

Here's How I Did It.

I studied the people who successfully preserved principal for generations.  The people who created sustainable, inflation-resistant cash flow regardless of what the market did over the last 75 years.

The plan is tested and refined.  It's proven itself through wars, recessions, political shifts, and economic uncertainty.  It has a fantastic track record of protecting the wealth and lifestyles of people that use it.

I saw patterns and similarities in how they do those things.  I reverse engineered their plans.  I uncovered a shared framework.  I created a blueprint.  I learned how it worked, understood the principles behind it, and then I adapted it for my own retirement.

The Results I Saw Amazed Me

Your savings lasts and your purchasing power is maintained.  Your lifestyle stays intact.  It protects you against recessions.  You know how much you can spend without overspending.  The income is inflation resistant.  The cash flow is predictable regardless of market levels.  You don't spend your principal.  It provides for heirs.

Results You Can See - and Feel

For me, this is more than just a retirement plan.  This plan changed how I see retirement on a fundamental level.  My mindset shifted from scarcity to abundance.  I was genuinely relieved – a weight was lifted off my shoulders.

The plan gave me an assurance of financial stability right away.  As long as I followed it, I knew I am on a systematic path to financial security in old age.

It Worked for Me - It Can Work for You, too.

I didn't have to reinvent the wheel.  This system translates the skillsets, experience, and education of the people that built it into a clear blueprint.  And anyone who uses it can have the same desirable results.

It combines the planning with the tools and support to build your plan - with ongoing management to keep you up to date and running smoothly.

For Now - Just Know This: You Have the Ability to Know How Much You Need Saved to Retire.

I call it the Walkaway Number – it's the finish line.  This is much you need saved to conservatively replace your earned income.

And in my experience, if you read this far and you're happy with what you have saved - you're probably already there – or better.

That would me that you could retire tomorrow if you wanted to.  Or you should be retired right now.  Imagine that.

Well, Do You Have Enough Saved to Retire?

Let's find out.  Learn your own walkaway number with a free assessment.  Learn if we could be a potential fit and see how we think.  See what a plan can do for you – before you decide to become a client or move any assets.

Just think, you might already be financially independent – with the right plan.  It wouldn't be the first time.  See for yourself.

First you learn what is possible.  Then you learn how it works.  Then you make an informed decision to work with us – or not.  If we are not the right firm for you, I will happily point you in the right direction.