Join the thousands of accountants and professionals that are eliminating risks in their retirement.
Join the thousands of accountants and professionals that are eliminating risks in their retirement.
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Risk-based planning accounts for the modern-day risks of retirement, allowing you to go from getting to retirement to getting safely THROUGH retirement!
• Have your retirement mapped out & protected in as little as 2 months! •
When you make the transition to retirement, your financial risks change substantially from the ones you face during your working years. We help you combat these new and unique risks so you can get safely through retirement.
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We believe that you should be the Boss of your retirement, not us. So, we’ll help you defeat the risks, and you can claim all the glory!
Traditional advisors generally only look at risk tolerance for your investment portfolio. We look at your Attitude, Capacity, and Tolerance towards the various financial risks facing your retirement.
Taxes will be one of your biggest expenses in retirement, so we hired a team of experts to reduce the impact taxes will have on your retirement income.
Retirement planning isn’t just about planning for yourself, but it also includes planning to maximize the transfer of assets once you pass away. Whether you want to leave your money to family, friends or a charity we can help.
Many retirees have strong desire to impact the lives of other people through charitable giving, but they are often unaware of the best way to make this happen.
Our independent experts are trained to design portfolios that match up with your custom retirement plan, thus increasing your chances for retirement success.
Social Security will make up a good portion of your retirement income, and you deserve every penny you are entitled to. Our experts are trained to maximize your individual situation.
As an independent insurance agency we have the ability to work with any insurance company in the country to get you the right insurance products to maximize your retirement.
35% of retirees will become permanently disabled and need long-term care before they pass away. And yet, only 6% of people have a solution for this risk*. Our team will help you find the best solution for your needs.
*The American Prospect (2020, October 20). The Collapse of Long-Term Care Insurance.
Traditional planning helps you get up the mountain (or to retirement), risk-based planning helps you get down the mountain (or through retirement).
We are best able to help individuals and couples age 50+ who have manageable assets (excluding their primary residency) worth $500,000+.
Our basic services included risk-based retirement planning, retirement tax analysis, social security claiming strategizing, wealth/asset management, and more.
No, we offer multiple options with and without asset management.
That is great, hopefully it is helping you get to retirement. We still recommend working with us though, as our specialty is combatting your financial risks that can prevent you from getting through retirement.
The longer you wait the more risk you are exposed to, for that reason we recommend individuals and couples start by their mid 50's where and when possible.
Yes, only in rare cases of divorce or other extraneous circumstances will you and your spouse need separate plans.
Typically, the process is a couple of months. But if you include any underwriting for insurances and annuities you may want to put in place, times will vary.
Yes, BUT! We can't emphasize this enough. While there are some of our services you can do yourself others require licenses and expertise that is not worth it for one individual to pursue just for their own retirement.
No worries, as long as you are 50+ years old we can still help you! Risk-based planning doesn't require a traditional plan to be in place.
Absolutely, it's pretty simple on your end. First, schedule an appointment with our team. Second, show up to that online meeting. And third, provide the information needed for our team to put your stuff together... and you're done. Everything else we'll do behind the scenes or will reach out with any further instruction.
RETIREMENT PLANNING
Step 1 – Team Approach
Step 2 – Get to Know You
Step 3 – Design Your Plan
Step 4 – Provide Education
Step 5 – Help You Take Action
CONTACT US
1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801
Support Staff support@retirementriskadvisors.com
Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902