Who Want To Live With Purpose, Leave A Legacy, & Reduce The Risk That Could Keep Them From Reaching Their Goals.
*Not Sure This Is For You? No Worries, Scroll Down To Find Out!
Risk-Based Lifestyle & Legacy Planning Changes LIves!"
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When You Start Today!
Oh! Did we mention...
Most advisors are not independent meaning they cannot sell you all available financial products. That's not the case for us, WE'RE INDEPENDENT INSURANCE AGENTS & INVESTMENT ADVISOR REPRESENTATIVES!
We can and will help you find the products that are best for you, because that is what we do. THIS IS YOUR RETIREMENT, not ours!
Retirement has changed, but many advisors' approach to retirement hasn't. There are new risks today that your parents didn't have, but by using Risk-Based Planning we can help you manage them. Furthermore, we don't COPY and paste someone else's retirement plan on you. Instead we show you how much we CARE.
Our CARE Approach
C - Customize our A - Approach to R - Retirement for E - Everyone!Most Other Advisors COPY Approach
C - Clone O - Our P - Planning on Y - You
Many advisors get you in the door with a low fee promise on one individual service, not telling you of their hidden additional fees that can end up totaling as much as 10% + and have a significant impact on your retirement success.*
Not us though, you know everything we charge from the start.
*Pulled From - Robbins, T. (2014). Become the Insider: Know the Rules before you Get in the Game. In Money: Master the game: 7 steps to financial freedom. essay, Simon & Schuster.
...choose the plan that meets your needs!
(Needed to Qualify)
One Time Fee*
*Optional $1,495 Annual Renewal Fee
(Annual renewal fee waved if you implement product recommendations from your plan)
(Needed to Qualify)
Quarterly Fee
(Needed to Qualify)
Annual Fee
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 $250,000+.
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.
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
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