What We Do For Our Clients
A Better Picture of What Family Office Retirement Planning Means.
Who Want To Live With Purpose, Leave A Legacy, & Reduce The Risk That Could Keep Them From Reaching Their Goals.
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What You Will Learn:
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"A One Stop Shop For Retirement...
Risk-Based Lifestyle & Legacy Planning Changes LIves!"
Our Retirement Planning Is Built On Three Pillars...
You Could Have...
Pillar 1
Income
Management
Pillar 2
Reserves & Protection
Planning
Pillar 3
Legacy & Tax
Legacy
Retirement is complicated, so here are...
A Look At Seasonal Planning
- Finding Your Purpose In Retirement
- Eliminate the Top 10 Financial Risks That Destroy Retirement
- Create A Plan That Brings Greater Peace of Mind For The Future
- Create & Organize a Simplified Legacy for Loved Ones or Your Favorite Organizations
- Decrease Your Chances of Running Out of Money in Retirement
- Extend Retirement Spending Power
- Avoid More Unnecessary Payments From Your Retirement Money To The Government
- Have More Time To Create Memories With Family & Friends Instead Of Stressing About Finances
- + Much More!
Our Promise To You,
We WON'T...
- Make You DIY Your Retirement Leaving You Unsure Of What You Need For The Future
- Force Plans & Actions On You That You Are Not Comfortable Following Through On
- Abandon You Through The Process Causing A High Chance Of Failure For Your Retirement Planning
- Give You A Stock Plan That's Not Customized To Your Needs
- Hide Access To Products & Services That Would Benefit You
- Charge Hidden Fees
This Is What
We'll Do For You...
When You Start Today!
- Give You Full Transparency (No Hidden Fees)
- Take You Through A Thorough Onboarding Process YOUR Plan Should Match YOUR Dreams and Goals
- Build You A Solid Retirement Fountation With Our Detailed Social Security Analysis
- Give You A Tax Efficient Retirement Plan With Our Rigorous Tax Analysis Of Your Plan
- Minimize Your Financial Risk Through Our Proprietary Risk Assessment That Helps You Reduce Your Exposure To The Top 10 Financial Risks In Retirement
Present A Fully Customized & Simple Retirement Plan That Is Easy For You AND Your Spouse To Follow & Understand- Educate You On What Matters Most So You Can Make Wise & Informed Decisions
- Answer Your Questions, We Understand Just Because You Work With Numbers Every Day Doesn't Mean You Are A Master In Retirement Planning
- Give You Our Best While Also Being Honest & Accountable In Times We Can't Help You. If We Can't Help You We Don't Deserve Your Money and We Won't Take It.
A Few Of The Highlights
Oh! Did we mention...
Investment Management
With The Freedom To Do What's Best For You...
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!
Private Market Access
A Customized Approach to Retirement for Everyone...
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
Tax Planning
It Should Be A Given, But It Isn't Always...
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.
Risk Planning
A Customized Approach to Retirement for Everyone...
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
Long-Term Care Planning
It Should Be A Given, But It Isn't Always...
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.
Estate Planning
A Customized Approach to Retirement for Everyone...
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
Who Is This For?
Know It's A Good Fit From The Start...
This Is NOT For People Who...
- Are Tirelessly Working To Pay Off Large Amounts Of Debt
- Have NO Nest Egg, 401k, Pension, or Other Significant Retirement Fund
- Have Financial Security Regardless of Your Actions (Sorry Jeff Bezos)
- Are Trying To Patch Together A DIY Retirement Plan
- Plan To Just Have Their Family Pay For & Take Care of Everything
- Think Quitting A Job & Doing Side Hustles Full Time, Is Retirement
- Are Ok With Multiple Advisors With Competing Interest
This IS For People Who...
- Are Single or Married Professionals (Especially Accountants)
- Want To Utilize Tools & Resources Only Licensed Professionals Can Use/Access
- Have $1,000,000 In Investable Assets (Not Including Your Home)
- Are 50+ Years Old (Sorry F.I.R.E. Community)
- Want To Create A Simple But Custom Retirement Plan That Won't Completely Fall Apart In Cases Of Dementia or A Spouses Death
- Want To Make An Impact On The World Around Them
- Want A Uniifed Team So The Can Go To One Place For Their Retirement Needs
We know You Are Wondering...
What Work We Do For You Year Round
Spring Review
- Risk Management
- Elder Planning
- Life & Health Insurance
- Disability & Long-Term Care Insurance
- Property & Liability Insurance
- Review Investment Portfolio
Summer Review
- Estate Planning
- Charitable Planning
- Wills & Trusts
- Asset Titling
- Advanced Directives
- Planned Gifts
- Review Investment Portfolio
Fall Review
- Tax Planning
- Retirement Planning
- Business-Related Documents
- Retirement Lifestyle Planning
- Review Investment Portfolio
Winter Review
- Cash Flow Planning
- Investment Planning
- Budgeting
- Savings
- Debt Management
- Review Investment Portfolio
Join Our Family Office...
And Let Us Take Care Of Your Retirement Needs!
Family Office Package
$1 Million+ In Assets
Age 50+
(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
1.1% AUM Fee
+ Planning Fee
Annual Fees
*Optional $1,495 Annual Renewal Fee
(Annual renewal fee waved if you implement product recommendations from your plan)
Cover Requirements To Work With Us Somewhwere
Ready To Get Started And Achieve Amazing Things?
Already Met With Us? Sign Your Engagement Letter To Start Your Services.
Frequently Asked Questions
What Makes Risk-Based, Lifestyle, & Legacy Planning™ Different Than Traditional Planning?
Traditional planning helps you get up the mountain (or to retirement), risk-based planning helps you get down the mountain (or through retirement).
Who Do You Work With?
We are best able to help individuals and couples age 50+ who have manageable assets (excluding their primary residency) worth $500,000+.
What Services Do You Provide?
Our basic services included risk-based retirement planning, retirement tax analysis, social security claiming strategizing, wealth/asset management, and more.
Do I Have To Move My Assets Over To Be Managed By You?
Yes, to deliver true family office-level coordination and fiduciary insight, we need to manage your assets.
What If I Already Have A Traditional Plan?
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.
Why Should I Sign Up For This Now and Not Wait?
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.
Is My Plan For My Spouse & I?
Yes, only in rare cases of divorce or other extraneous circumstances will you and your spouse need separate plans.
How Long Does It Take You To Put A Plan Together For Me?
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.
Can I Do This Myself?
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.
What If I Don't Have A Plan Yet?
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.
Could You Walk Me Through Your Process?
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
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
RETIREMENT PLANNING
© COPYRIGHT 2024 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.
© COPYRIGHT 2025 RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.