Consultation Deliverables:

• Answers to the 4 most important financial questions

  
  1) Do you know what rate of return you need to earn on the money you have today to be able to live in the future like you live today, adjusted for inflation, without running out of money before your life expectancy?

  2) Do you know how much you need to be saving on a monthly or annual basis to make sure you will have enough in the future for you to live like you live today adjusted for inflation?

  3) Do you know how long you will have to work doing what you are doing now before you will be able to live on what you have accumulated and your money last to your life expectancy?

  4) Do you know how much you will have to reduce your standard of living during retirement to keep your money from running out before your life expectancy?

• Legacy Provider Blueprint: A step-by-step roadmap for how to grow money tax efficiently, maximize retirement income, eliminate wealth leaks, and safeguard from market losses.

• Legacy Builder Checklist: Use this checklist to ensure you have completed the steps needed to secure your retirement income so you have financial freedom for life.

• Savings Vehicle Scorecard: Use this scorecard to analyze the benefits of various savings vehicles.

• Financial Independence Book: This book shares the 8 major risks that could derail your Retirement – and how to protect yourself!