Retirement Roadmap Experts: The Difference Between TO and THROUGH
The majority of financial planners and money managers focus their attention on getting clients TO retirement age.
Where we are different, is that we focus on ensuring you have sufficent income all the way THROUGH your retirement years.
This requires a NEXT LEVEL EXPERT.
Our proven method - The Retirement Roadmap - takes the guesswork out of retirement planning, so you will have the retirement and LIFETIME income you dream of.
People we work with typically fall into 1 of 2 categories:
⏳ They already have investments and savings but are unsure how all of these will work together to ensure you don't outlive your assets.
⏳They are just getting started with retirement planning, regardless of age, and don't know where to begin.
Using the rules and laws of the US Tax Code and insurance, we can achieve ZERO RISK AND TAX-FREE retirement income for you, and your loved ones.
WHO DO WE WORK WITH? 💥You have a minimum of 7 years to retirement 💥You are currently saving for retirement in a 401k, IRA, etc. (or have in the past) 💥You desire to pay the appropriate amount of tax per the tax code, but nothing more 💥You are interested in options to reduce your future tax burden for a better retirement 💥You want to SAFEGUARD and INCREASE your future retirement income 💥You want to take care of your family
Do you meet this criteria and want to know what your complete retirement income picture looks like?
Then let's schedule a no-cost, no-pressure RETIREMENT INCOME FORECAST together NOW - we will dig into Social Security maximization strategies, fee & drawdown analysis, and review IRA RMD effects to then be able to provide you with a Revenue Sourcing Income Map & Allocation Map.
AND, your financial plan and review with an advisor is completely free!
See what some of our recent clients say about their experience with Retirement Roadmap Experts
"Is anyone looking for a great financial advisor?
Rob has spent so many hours on the phone with us, getting to know us and our future plans to know what to recommend to us. We have a clear plan for our retirement plan as well now.
I have never had a financial advisor spend so much time figuring out what is best for us.
I highly recommend Rob for anyone wanting to talk about their financial future."
"We had the pleasure of working with Rob on our retirement plan. We didn’t know where to begin and had been working with one financial advisor for many years, but we still had so many questions. Rob was happy to answer all of my questions, listened intently, and gave us a sense of calm – even though we were so lost in the beginning.
The Retirement Roadmap Rob uses gave us confidence that my husband and I will now have enough income for as long as we need it.”
“We were interested in the Infinite Banking program and had been researching it for years but still had questions on the effectiveness and how to begin.
Even in our first conversation with Rob, he made us feel at ease and asked questions to truly understand us and what our goals were. The process that we worked through was painless, and there was no ‘salesy talk’ or pushing us into making a decision on any direction until we were ready.
We will be working with Rob for years to come!”
"Rob is a great resource when planning for retirement. He shared several strategies that I had not considered or heard about in my years of working with other financial planners.
I've taken advantage of his Retirement Roadmap strategies to ensure my income will last."
"Rob's Retirement Roadmap experience showed me a guaranteed income strategy that gave me absolute peace of mind so I never have to worry about market ups and downs."
"Trusting Rob's process was easy. There was plenty of proof of that before I worked with him. What I loved the most was how much I trusted him as an IFW Certified Financial Professional.
Even better, based on the tax savings strategies I learned, it looks like I will save hundreds of thousands of dollars in taxes in retirement."
Find the perfect financial protection and generational wealth building tools for yourself, loved ones, assets, and retirement here.
We PARTNER WITH YOU to discover your goals and requirements. Then we consult our team of providers to create the best possible solution, custom-created for you!
We strive to stay up to date with the latest industry resources, news, and insights. Read more about them below.
The First MPA-Rated Film on Retirement Income
Film by Doug Orchard
The Baby Boomer Dilemma is an exposé of America's retirement experiment that takes a deep dive into Pensions (both corporate and public), Social Security, 401(k), and Annuities. This film features the nation’s top economic minds in this space includi...
401k Wealth Maximizer Strategy: A) Increase Your Retirement Income by 30 to 40% Without Saving Additional Money B) Grow & Protect Your 401(k) Through Recently Added Investment Options
Power of Zero Movie - The Tax Train is coming!As the US debt spirals out of control, it threatens to disrupt traditional retirement alternatives with an impending freight train of onerous taxes.
