Plan Your Future With Our
Premium Package
Our risk-based approach addresses modern retirement challenges, helping you achieve greater peace of mind and confidence.
- Licensed Independent Insurance Agents
- Experienced Planners & Fiduciaries
- Licensed Independent Investment Advisors
Retirement Lifestyle & Legacy Planning
It's not just about money - it's about living your best life and building a legacy that reflects your values and aspirations.
Define
Your Purpose In Retirement
Retirement isn't just about clocking out, it's about diving into the things you enjoy. Our mission is to help you define your purpose and set you up for success in pursuing it.
Identify & Address
Risks That Could Derail Your Retirement
Retirement is like a roadtrip-you need to spot the potholes before they ruin the ride. Identifying and addressing risks keeps your journey smooth and your destination within reach.
Empower
Yourself To Protect & Grow Your Legacy
Think of your legacy as a garden-nurture it, protect it, and watch it flourish for generations to come. Empower yourself to be the master gardener of your life's impact.
What Professional Services You Can expect
In Your Premium Package
Easy To Update
Dynamic Retirement Plan
We know life is constantly changing and that what you plan for today will likely need a few adjustments in the future. Because of this we have invested in software that allows us to easily update your plan when the unexpected comes your way. Thus preventing the need to throw all of your plans out the window when one thing does not go as planned.
Watch Video On Our Dynamic Plans
All Your Accounts In One Place
Our dynamic retirement planning allows you to see all of your money in one place, including what you are spending! Once you sign on you will have full access to be able to connect investment accounts, cash accounts, and credit cards so you can get a true picture of where you are financially.
Highly Detailed Reports
Our plans include highly detailed reports on:
- Cash Flow
- Income Taxes
- Legacy Transfer
- Net Worth
- Retirement Withdrawals
- and More!
Each report not only gives you a generalized summary of the topic but also allows you to break it down into bite sized pieces so you can know which piece is having what impact on your retirement.
Simplified Summaries
We know not every moment needs a detailed report, that's why our plans also include a variety of summary reports giving you a quick view of what is going on.
Easy To Understand
Evaluation of Your Top 10 Risks
Our planning allows you to easily breakdown your future by each risk allowing you to better understand what your priorities should be.
Additionally it allows you to see if you are over protected in an area allowing you freedom to move hard earned assets somewhere else.
Watch Video On Evaluating & Planning For Risks
Monte Carlo Simulations
Our planning allows us to analyze each of the top 10 risks that could face your retirement. It will also run thousands of Monte Carlo (what-if) simulations to help us give you the best possible chance for success.
The Main Risks We Plan For
Easy To Follow
Step-By-Step Roadmap
Making changes for the future doesn't have to be hard. To prevent your needed changes from becoming overwhelming we provide you with a step-by-step roadmap informing you what you need to do next and when you should be doing it.
To aid in keeping it simple we will review this roadmap with you each time we meet.
Watch Video On Roadmap
Clear Step-By-Step Action
With clear, step-by-step actions, you can turn your retirement dreams into achievable milestones one step at a time.
What Our Customers Have To Say
Real Reviews From Real People
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Your Premium Package Also Includes These
Additional Services
Advanced
Social Security Planning
Social Security is the foundation of a risk-based lifestyle and legacy retirement plan. Because of this we have invested in top of the industry software that allows us to do what your general Social Security calculator cannot. With the aid of this software we will break down our recommended claiming strategy for you (and if applicable your partner) to maximize your benefits and give you the most in your retirement. We'll take it a step further too, making sure to evaluate it in light of the rest of your plan so as to not cause unnecessary taxation or loss of benefits.
Thorough
Investment Evaluation
Having risk appropriate investments in retirement is a must in a risk-based lifestyle and legacy plan. Because of this, we will do a full evaluation of your current investments to be sure that first, your investments are doing what you think they are, and second that they will complement other measures taken in your retirement plan. If your investments are not matching these two criteria we will address what can be done. Please note though, no active asset management will occur on our end through this package. If you are looking for active asset management we can help you through our Club package.
Complete
Insurance & Annuity Review
While planning we'll take a look to see if life insurance, long-term care (LTC) insurance, or annuities make sense to implement as a combat against some risks. If it does make sense we'll present the best options to you, inform you why we recommend them, and help you acquire any needed life insurance, long-term care insurance, or annuities. If it does not make sense we'll also tell you why and help you find the best alternatives.
If you already have any life insurance, long-term care (LTC) insurance, or annuities we'll perform a comprehensive review to ensure they are performing the needed functions in your retirement plan (not all insurance and annuities are created equal). If we see concerns we will inform you what those are, and what your best steps forward are. If necessary we'll then aid you in making any needed changes.
Know How Much You Will Likely Need
For decades estimating needed money for long term care has been vague and nearly impossible, but now with AI and almost 50,000 households* studied you can get an estimate that more accurately reflects your needs.
*Study performed by Waterlily
- Take the Guesswork Out
- Get a Personalized Estimate That Fits You
- Know What To Prepare
Know When You Will Likely Need It
Estimating when you will need long-term care has been like playing the lottery. Not anymore though! With the information we gather from you, relevant family information, and information from previously studied cases we can much more accurately get you the age you will likely need long-term care.
- Get Statistically Backed Up Validation
- Know When To Start
- Have Time To Make Other Preparations If Needed
Know How You Can Take Action
There's no point in getting estimations if you can't take action. After presenting your personalized estimates we will lay out a clear action plan of the best recommendations we have. In addition if you choose to follow through we'll stay with you on the journey so you have professionals to lean on.
- Understand Your Best Options
- Know How To Follow Through
- Get Aided Guidance By Our Professionals
Best of All...
Take It Home In An Easy To Follow & Understand Document!
Advanced
Roth Conversions & Cash Flow Planning
With the help of our specialized software, we will take a look at not only the next few years, but the next few decades to know if Roth conversions are right for you and if so when you can expect to hit break even. From there we will design a plan to maximize your Roth conversions while also allowing you to sleep at night as you make the necessary changes.
EVERYTHING YOU'RE GOING TO GET
$250K+ In Assets
(Needed To Qualify)
- Your Own Planning Team
- Strategies for Top 10 Retirement Risks
- Social Security Analysis
- Cash Flow Planning
- Advanced Roth Conversion Calculation
- Dynamic Risk-Based Lifestyle & Legacy Plan
- Retirement Roadmap
- Help To Implement & Monitor Plan
- Portfolio Risk & Diversification Review
- Long-Term Care Cost & Probability Analysis
- Personalized Retirement Portal
- Live With Purpose, Leave a Legacy Book
Meet Now To Get Started
For
$3,495!
ONLY $2,495!
Discount Valid For 2 Weeks After Engagement Letter Is Sent,
One Time Fee*
LIMITED NUMBER OF SPOTS AVAILABLE
*Optional $1,495 Annual Renewal Fee (Annual renewal fee waved if you implement product recommendations from your plan). Fee is not auto renewed.
EVERYTHING YOU'RE GOING TO GET
$250K+ In Assets
(Needed To Qualify)
- Your Own Planning Team
- Strategies for Top 10 Retirement Risks
- Social Security Analysis
- Cash Flow Planning
- Advanced Roth Conversion Calculation
- Dynamic Risk-Based Lifestyle & Legacy Plan
- Retirement Road Map
- Help To Implement & Monitor Plan
- Portfolio Risk & Diversification Review
- Long-Term Care Cost & Probability Analysis
- Personalized Retirement Portal
- Live With Purpose, Leave a Legacy Book
Act Now & Get This All
For
$3,495!
ONLY $2,495!
Discount Valid For 2 Weeks After Engagement Letter Is Sent
One Time Fee*
LIMITED NUMBER OF SPOTS AVAILABLE
*Optional $1,495 Annual Renewal Fee (Annual renewal fee waved if you implement product recommendations from your plan). Fee is not auto renewed.
What To Expect Once Signed Up
Our goal is to get you set up for the retirement that lets you live a life of purpose and leave a lasting legacy.
5-6 Weeks of Onboarding
We'll meet with you for an hour once a week for approximately 5-6 weeks to gather the needed information, present your plan, and educate you on any recommended strategies.
Quarterly Check-Ins
Following onboarding, we will follow up with you throughout the year to schedule meetings to provide additional help with implementation or to make adjustments to your plan if necessary.
Emergency Team Access
On top of all of this you will have emergency meeting access, where you can schedule a meeting with us at any time during the year for free to make necessary adjustments or to have questions answered.
Our Onboarding
We'll Meet With You For About 1 Hour A Week
As Fiduciaries
Your Best Interest Is Always Our Top Priority
Think of us as your dedicated guide, committed to protecting and advancing what matters most to you.
CONTACT US
1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801
Email: support@retirementriskadvisors.com
Toll free: 1 (855) 491-0400
Text us at: 1 (307) 264-2902
© COPYRIGHT 2024 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.
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