It may be time to
take the blindfold off...
Planning for retirement is challenging. Many people don't want to look and don't want to ask the hard questions!
I see it every day, the emotional suffering of people who have worked hard and played by the rules, but because of the complexity of retirement planning, don't know what to do.
And it may seem patronizing (or presumptive) for me to assume that you've worked your butt off to get to where you are; but please allow me to share the following point with you. In my travel, rarely do the retirees and future retirees arrive at my classes with a diamond-encrusted, silver spoon dangling from their mouth. Most have come from work that very day and they're tired. See, while my students are looking at me (sadly for them), I'm taking a mental snapshot of them just the same. I see the fatigue, the worry, the stress. I see it in their eyes.
You might have accumulated assets for 10, 20, even 30+ years. But if you are like most people, no matter how much money you have, you really don’t know exactly how you got to this point, and more importantly you don’t know what to do from this point on to maximize your chances for SECURiMENT in retirement. You may have had an advisor for years, or you may be doing all the planning yourself, or you may have never completed any real retirement planning other than funding your 401(k) when you were working. But no matter what situation you are in, you will benefit tremendously from a SECURiMENT Review or 2nd Opinion about your money from a Fiduciary.
A FIDUCIARY HAS A LEGAL DUTY TO ACT SOLELY IN YOUR BEST INTEREST.
This means we are obligated, we are required, to provide you guidance, education, and recommendations that are in your best interests. If we do not look after your best interests first and foremost, we are in violation of our duties, and as importantly, we are in violation of the law.
Up Until This Point, Your Knowledge About Money Is Based On A Phrase We Call:
“You only know what you’ve been told.”
This simply means your knowledge about money, and your current financial situation, is based on what someone has told you, such as an advisor, the internet, the radio, or friends and family. And no matter what, we guarantee you have not been told everything you need to know. And you probably still have a lot of questions about your money.
A 2nd Opinion is an assessment of your current financial position by someone other than the individual who created your current situation. By definition, the individual who set up your plans up until this point can’t give you a 2nd Opinion, they were your 1st Opinion.
There Are Only 2 Possible Outcomes To Your 2nd Opinion:
A. We will validate your current plan and show you that you are “on track” and your plan is sound. -OR-
B. We will find areas in your finances that need to be addressed to maximize your chances of attaining SECURiMENT!
Whatever the case, our hope is that after learning about The SECURiMENT Method - you'll
Stop worrying about losing money.
Protect your assets from principal losses.
Know how much income you can safely take out.
Make sure your money lasts your entire lifetime.
Grow your assets without taking too much risk.
Create a written retirement income plan.
Decrease the total fees you are paying.
Understand what you are doing with your money.