Are you ready to soar to new heights During Your Retirement?

We’re here to help you feel confident in your financial future.

The Retirement Simulator Process

For most Americans, retirement is the largest financial undertaking of their lives. But will you have enough to retire confidently? Our Retirement Simulator process can show you how to fly in retirement — and soar past what you originally thought possible.

The foundation of a solid retirement lies in the security of knowing it’s funded by reliable and predictable income. We’ll start with determining how much you need and then structure a customized plan to get you there. Our goal is to create an income plan that allows you the freedom and fulfillment you’ve envisioned for your retirement. This includes a variety of tools, such as:

Income Planning

Investment Planning

Tax Planning

Health Care Planning

Legacy Planning

Income Planning

The foundation of a solid retirement lies in the security of knowing it’s funded by reliable and predictable income. We’ll start with determining how much you need and then structure a customized plan to get you there.

Our goal is to create an income plan that allows you the freedom and fulfillment you’ve envisioned for your retirement. This includes a variety of tools, such as:

Annuities | Investments | IRA/401(k) rollovers | Income and expense analysis | Social Security maximization | Inflation plan
Spousal plan | Comprehensive institutional money management

Want to learn more?

Investment Planning

True independence is gained by growing your money through investments. But are your investments right for you? We’ll analyze your portfolio to uncover potential vulnerabilities and devise a plan to help reduce risk in your investments. This typically includes:

Assessing your risk tolerance | Adjusting your portfolio to reduce fees | Volatility control
Evaluating ways to reduce risk while still working toward your goals | Longevity protection

Want to learn more?

Tax Planning

Creating financial independence in retirement starts with protecting your assets. That protection doesn’t just involve reducing risk; it also requires a strategy for potentially minimizing how much you pay in taxes. We’ll look at the taxable nature of your current holdings, suggest ways to include tax-deferred or tax-free money in your financial plan, and build a tax-efficient distribution strategy to help maximize your retirement income.

Want to learn more?

Health Care Planning

How much will health care cost throughout your retirement? Rising costs and unexpected health issues can wreak havoc on your plan. We’ll help you identify potential health-care concerns and how to be financially prepared to cover them. Your health-care plan may include:

Components of Medicare | Long-term care | Life insurance

Want to learn more?

Legacy Planning

Many of us hope to leave behind a legacy of generosity. We’ll work with qualified professionals to create a plan designed to pass your hard-earned assets to your beneficiaries in the most tax-efficient manner. Components of your legacy plan could include:

Maximizing your estate and income tax planning opportunities.
Protecting any assets in trust and ensuring they are distributed to your beneficiaries probate-free.
Preventing your IRA and qualified accounts from becoming fully taxable to your beneficiaries upon your death.

Want to learn more?

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

Client Questionnaires

Fill out the following questionnaires for us to better understand how we can assist you. For your convenience, submit the questionnaires by one of three ways:

  • Fill out and submit the questionnaires online.
  • Download the PDFs and email the completed forms to David.A@SavingTheInvestor.com.
  • Download the PDFs and bring the completed forms to our office.
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Confidential Client Profile

When you work with us, you become family. This confidential questionnaire helps us begin building a strong relationship rooted in trust and transparency. Please fill it out to give us an overview of your personal and contact information, as well as insights into your retirement goals.

Submit Online Form

Confidential Client Profile

  • This field is for validation purposes and should be left unchanged.

Download the PDF
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Complimentary Monthly Budget

Knowing how you spend your money will help you understand how much you’ll need in the future to continue living your current lifestyle. This questionnaire will show you your monthly income and expenses at a glance.

Complimentary Monthly Budget

Download the PDF

The Fiduciary Standard

It is our mission to provide all of our clients with unbiased advice that we believe is in their best interest. There are regulatory standards that apply to the work we do. For investment advice, we are held to the fiduciary standard, which means we act in our client’s best interest while disclosing any potential conflicts of interest. When providing insurance recommendations, at the regulatory level, we are held to the suitability standard, which requires that the recommendation meet your stated financial needs and objectives.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

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Book Your Appointment
Get Alfie's Book

Or give us a call at (239) 747-0552