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[50+ year olds with at least $1 Million in liquid assets]
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This consultation is only helpful to those who have appropriately saved for retirement,
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Get A Taste of Family Office Planning With...
The Private Retirement Blueprint™
Know when you can retire, how to protect yourself against top risks, and what you can spend in retirement!
[Designed for 50+ year olds with at least $1 Million in investable assets]
Strategic Partners Include:
"Traditional Retirement Plans Are NOT Built To Get You Safely Through Retirement!"
-Dave Hall
The Lie You've Been Led To Believe About Retirement...
The government, the financial industry, & your parents...
What they Won't Tell you About Retirement!
To the average person retirement planning seems pretty straightforward.
Save a lot of money, and then when you retire just divide your nest egg (what you've saved) by the number of years you expect to live (you can add a few to be conservative) and that's what you can spend.
There are 2 BIG problems with this...
The first is that whatever "a lot of money" is, is often an arbitrary number with no real reasoning behind it.
The second is that EVEN IF your "a lot of money" number isn't arbitrary it usually doesn't account for all of the main financial risks you will likely face in retirement.
Think about it for a second...
When you've thought about what you can spend in retirement have you accounted for what you'll do if the market takes a massive crash right when you start withdrawing money for retirement and you don't have time to make it up anymore?
What about if taxes doubled in your retirement? We all know the country is in a LOT of debt and eventually all of us are going to have to pay for some of that.
What about how you would handle a long-term care event that you or a loved one has to go through and suddenly you have to devote hundreds of thousands of dollars to take care of it?
The reality is those are just 3 financial risks that can destroy your retirement, there are at least 10 you should be planning for.
Who Actually Suffers,
the TRUE Price Of An Unprotected Retirement...
So what's the real cost of a poorly planned retirement and who has to deal with it?
The simple answer is it's you and it's devastating!
The person with a poorly planned retirement, or no retirement plan at all, is literally playing with fire in a house made out of sticks.
Your chances of not getting burned or having a serious disaster are slim to none. Just one unprotected risk could cause you to run out of money in retirement.
That would mean going back to work (likely at a low level job) at a time you shouldn't even have to work.
It could mean admitting to your family and friends you can't afford to do things with them or visit.
Or even worse it could mean going to your family and friends begging and pleading for help just so you can eat another day.
The question is, is this the kind of retirement you want for yourself?
You CAN protect yourself,
How You Can ACTUALLY Get Safely Through Retirement...
The good news for you is that not all hope is lost.
Whether you're already retired or still approaching retirement there is much you can do to help protect yourself before everything goes south.
The catch?...
You won't be able to do it through traditional retirement planning.
You can't expect the system that leaves you exposed to also be the system that protects you.
Instead, you need a system that builds safeguards against the risks you'll face. A system that combats the top 10 financial risks that destroy retirement.
You need a system that coordinates with itself so protecting one side, isn't leaving you exposed on another.
You need a system that doesn't just leave you hoping that you have enough, it lets you know exactly where you stand with real data and numbers (your numbers) to back it up.
We call this system Risk-Based Lifestyle & Legacy Retirement Planning™ and you can get access to it through The Private Retirement Blueprint™.
It's built to help 50+ year olds with at least $1 Million in investible assets not only protect themselves, but to also succeed in retirement!
It's a system built to help you Get Safely Through Retirement.
If you want a system like that, then click the button below to get started. (If you still need to know more, keep reading).
A Snapshot of What Risks You Need To Plan For...
And the risks that Risk-Based Lifestyle & Legacy Retirement Planning™ help you protect against.
- Social Security Risk (The risk that Social Security provides less income than expected due to taxes, inflation, or future changes.)
- Tax Rate Risk (The risk that higher future tax rates reduce your retirement income.)
- Longevity Risk (The risk of outliving your money because you live longer than planned.)
- Inflation Risk (The risk that rising costs reduce your purchasing power over time.)
- Withdrawal Rate Risk (The risk of withdrawing money too quickly and draining retirement assets early.)
- Long-Term Care Risk (The risk that healthcare or care expenses create major financial strain.)
- Sequence of Return Risk (The risk that market losses early in retirement damage long-term income sustainability.)
- Medicare Risk (The risk of unexpected healthcare costs due to Medicare coverage gaps or penalties.)
- Elder Financial Abuse Risk (The risk of scams, fraud, or manipulation targeting retirees.)
- Lack of Income Diversity Risk (The risk of depending too heavily on one source of retirement income.)
Why Choose Retirement Risk Advisors?
Regulated By:
We're a family run business with the goal of helping you make the most of retirement...
We know what it's like to be unsure about the future and not feel that you have safeguards in place. And like you we hate that feeling, so we've dedicated our work to helping people like you find hope in their future retirement.
- Fully licensed team
- Fiduciary responsibility
- Driven By Family Values
Real Stories of Some of Those We've Helped...
Rodney, ER Physician*
"Rodney had over a dozen accounts spread across multiple custodians and more than $1 million sitting idle in cash.
The lack of coordination created unnecessary tax drag, duplicate investments, and major inefficiencies.
After implementing a coordinated planning strategy, projected annual tax inefficiencies were reduced substantially and his long-term retirement outlook improved dramatically.
More importantly, he gained clarity and confidence instead of spending his limited free time trying to manage overwhelming complexity alone."
Bob and Teresa*
"After working with multiple advisors over several years, Bob and Teresa felt exhausted, confused, and uncertain about retirement.
Their existing plan included inefficient annuity structures and disconnected strategies that were not working together.
A coordinated review helped restructure the plan into a unified strategy focused on long-term sustainability, tax efficiency, and retirement clarity.
The result was a dramatically improved retirement outlook and a significantly accelerated retirement timeline."
Joanna, Accountant*
"Joanna followed advice to complete Roth conversions without realizing the strategy would trigger major Medicare premium increases.
The issue was not the Roth conversion itself.
The issue was the lack of coordination between tax planning and Medicare planning.
After restructuring her retirement strategy with ongoing tax coordination and Medicare threshold management, her projected long-term tax efficiency improved significantly while helping reduce future planning surprises."
*Stories are real, but names are changed for clients privacy sake.
What's Included In The Private Retirement Blueprint™ Package...
Risk-Based Lifestyle & Legacy Retirement Plan™
[Designed for 50+ year olds with at least $1 Million in investable assets]
What you need to answer your big retirement questions like "When can you retire?", "How can you protect yourself against the top 10 risks in retirement?", and "How much can you actually spend in retirement?"
All Delivered in 3 Meetings:
- Meeting 1 - Discovery & Vision Session
- Meeting 2 - Retirement Strategy Presentation
- Meeting 3 - Retirement Plan Refinement Session
Strategies for the Top 10 Risks
It's not risk-based without a plan on how to actually combat risks. Your plan includes recommended strategies for the top 10 financial risks that threaten to destroy your retirement.
Those include:
- Social Security risk
- Tax rate risk
- Longevity risk
- Inflation risk
- Withdrawal rate risk
- Long-term care risk
- Sequence of return risk
- Medicare risk
- Elder financial abuse risk
- Lack of income diversity risk
Social Security Analysis
Through this analysis we'll help you know the most optimal time to claim you Social Security benefits. No more guessing, instead have a real strategy to know you're getting the most of your benefits and not leaving hard earned and well deserved benefits unclaimed.
Cash Flow Analysis
Worried that expected or unexpected large costs like home renovations, car replacements, serious medical expenses, or kids weddings could throw off your retirement plans?
No worries, we'll do a full analysis of your cash flow for retirement, find the goods and the bads and help you know how to keep things steady without spending down your nest egg faster than is sustainable.
Roth Conversion Calculations
While many retirees with at least $500K in traditional retirement accounts (401K's & IRA's) can greatly benefit from full fledged tax planning, our ROTH Conversion calculations get you started in lowering your taxes in retirement. With them know when to convert and how much to convert to minimize taxes both now and later.
Full Planning Team
While the thousands of reports we can generate for you are super insightful, they can also be very overwhelming and leave you lost fast.
Because of that we work with you side by side so you understand what your plan is saying and so you know what you should do next.
Our team is fully licensed with Series 65 licenses, Insurance Licenses, a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS) designation.
And Yes, we have fiduciary responsibility for your retirement!
Retirement Blueprint
Because it can take years to fully execute a good retirement plan we layout the most vital steps that you need to know and do next so you can make the most of your retirement plan.
That way even if a natural disaster wiped us all out in one day at our office you wouldn't be left helpless.
That's Not All... For a Limited Time We'll Double The Service!
Portfolio & Investment Review
In this bonus meeting we'll take the time to breakdown your investments with you. We'll help you know how your investing is affecting your retirement (good or bad). You'll learn what things you'll want to adjust so you can maximize your returns while also avoiding exposure to unnecessary risk, and how to not destroy your plan with your investments.
Delivered in 1 Meeting:
- Meeting 4 - Portfolio Structure Review
Tax Analysis
ROTH Conversions are just the tip of the iceberg when it comes to a tax efficient retirement. In this bonus meeting we'll break down your retirement tax strategy in great detail and help you know if there is more you can and should be doing to minimize taxes, as well as how you can actually take action to do so.
Delivered in 1 Meeting:
- Meeting 5 - Tax Efficiency Analysis
Long-Term Care Assessment
When most people think about protecting against long-term care risk they only think about long-term care insurance, but for most people the right insurance is just too expensive! In this bonus meeting we'll help you know all of your options, what makes the most sense in conjuction with your entire plan, and help you know how to implement the best strategy to give you the best chances for success.
Delivered in 1 Meeting:
- Meeting 6 - Long-Term Care Review
Quick Action Bonuses For First 25 Sign Ups
Additional Floating Meeting
In addition to the 6 meetings where we'll help you execute your plan and bonuses, you'll receive a bonus floating meeting where you can work with our team to have your additional questions answered or to just receive extra help and guidance on implementing parts you might be nervous about.
*Must use within 6 months time of starting your planning with us.
6 Months Access to Personalized Retirement Portal
While you'll get a static version of your plan to keep for the rest of your life, we'll also give you 6 months access to a personalized retirement portal. Here your static plan becomes dynamic allowing you to see what if scenarios and hundreds of reports that aren't in your static plans.
*6 months access begins at the time of our first meeting with you. No credit card required, no automatic renewals. To get continued access talk with us in one of our meetings and we'll let you know how you can keep access for the rest of your retirement!
90 Day Delivery Promise
Have Your Full Risk-Based Lifestyle & Legacy Retirement Plan™ In 90 Days or Less...
Provided all requested information and documentation are submitted in a timely manner, your personalized retirement plan will be completed within 90 days. Our process is designed to keep momentum high so you can move forward with clarity and confidence.
IMPORTANT: You have up to 6 months from the date of purchase to begin the planning process. Once started, the process must be completed within 6 months or a new planning fee may apply.
Retirement Plan Meetings
Bonus Meetings
Our Fiduciary Guarantee...
If it’s not in your best interest, we don’t do it!
We are legally and ethically required to act in your best interest, always.
That means no hidden agendas, no product-driven recommendations, and NO COMPROMISES when it comes to your plan.
The Private Retirement Blueprint™ Package
PLEASE NOTE: Package is best suited to help 50+ Years Olds with at least $1 Million+ In Investable Assets
- Risk-Based Lifestyle & Legacy Retirement Plan™
- Strategies for the Top 10 Risks
- Social Security Analysis
- Cash Flow Analysis
- Roth Conversion Calculations
- Full Planning Team
- Retirement Blueprint
Bonuses
- Portfolio & Investment Review
- Tax Analysis
- Long-Term Care Assessment
- Additional floating meeting
- 6 Months Access to Personalized Retirement Portal
Sign Engagement Letter
Now To Get Started
For
$4,995!
ONLY $2,495!
One Time Fee*
25 DISCOUNTED SPOTS AVAILABLE
We Can Wait, But Your Retirement Won't...
Our goal is to get you set up for the retirement that lets you live a life of purpose and leave a lasting legacy.
Frequently Asked Questions
RETIREMENT PLANNING
Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.
CONTACT US
Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145
Administrative/Registered Office: 1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801
Email: support@retirementriskadvisors.com
Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902
CONTACT US
Main Office: 5350 Poplar Ave., Suite 880, Memphis, TN 38145
Administrative/Registered Office: 1309 Coffeen Ave., Suite 3851, Sheridan, WY 82801
Email: support@retirementriskadvisors.com
Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902
RETIREMENT PLANNING
Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about AlphaStar Capital Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.
© COPYRIGHT 2024 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.
© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.