Ideal For Pre-Retirees & Retirees (Ages 50+) With $250k+ in Investable Assets
Step 2: Turn Your Score Into a
Secure Income Plan
The Retirement Income Blueprint
You’ve completed Step 1: The Income & Wealth Checkup. Now it’s time to build your personalized blueprint for clarity, confidence, and lasting security.
The Hidden Cost of Doing Nothing
What we call the Negligence Tax, income and wealth eroded by inaction.
You’ve watched the market swing wildly and wondered: “What if this time it doesn’t bounce back before I need the money?”
Taxes quietly take more each year—often more than market losses.
Withdrawal mistakes compound the damage, reducing what your family keeps.
Step 2: Schedule Your 1-on-1 Retirement Income Blueprint Call
Get a FREE Custom Retirement Income Blueprint ($1017.00 Value, Yours Today at No Cost)
The Income and Wealth Preservation Blueprint
Market volatility is unavoidable, but inefficiency is optional.
The Blueprint helps ensure every dollar works harder, by minimizing hidden tax drains, smoothing income, and protecting against sequence-of-returns risk.
A clear year-by-year retirement income map
Tax-smart withdrawal strategies to keep more of your money working for you
Guardrails to protect against market swings or early missteps
Confidence that your wealth will last as long as you need it
You Might Be Wondering.....
Frequently Asked Questions
Question 1: What happens in the Blueprint Session?
We walk through your quiz results, uncover hidden risks, and map out your personal income strategy.
Question 2: Do I need to bring anything?
Just an idea of your accounts and goals, we’ll do the heavy lifting.
Question 3: Is this a sales pitch?
No. It’s a planning session designed to give you clarity. If you want our help implementing the plan, we can discuss that separately.
Question 4: This sounds complicated. Will I need to overhaul everything?”
Not at all. The Blueprint simplifies, not complicates, your income and wealth plan. In most cases, it’s about small, precise adjustments (like tax-efficient withdrawals or rebalancing risk) that can have a massive long-term impact without upending what you’ve already built.
Question 5: How do I know it will work for me?
The Blueprint isn’t a “one-size plan.” It’s customized to your situation. If after your first session you don’t see areas of improvement, you walk away with clarity at no cost. Either way, you’ll know exactly where you stand and what options you have.