In life, is it the BIG things in life that “get you”… the ones you usually can see coming from a distance? Or, is the real danger often the SMALL things most people don’t think about… the ones that seem to “come out of nowhere” to suddenly become potentially big financial problems in retirement?
We help clients who are nearing retirement, and already retired, to identify and fix these “small” issues now, before they potentially become big problems in the future. Our “Worry-Free Retirement” Review process can help retirees identify and fix up to 21 different financial, medical, legal and governmental issues and benefits they often don’t even know they’ve missed, overpaid on, or are entitled to receive!
Are you concerned about protecting the retirement you’ve taken decades (your entire lifetime) to build? Each month, a limited number of “Worry-Free Retirement” reviews to local retirees and those who are close to retirement. Our personalized checklist can help identify the benefits you may have missed, overpaid on, or are otherwise entitled to receive. We do this for free and at absolutely no-cost, nor obligation (other than taking the time to meet)! But, we limit these to five per month, on a first come, first serve basis… so if you are interested, please contact us to schedule your free review!
Some of these benefits we may be able to identify for you, include:
- A program to protect your spouse from losing half her Social Security income at your death;
- A program to cover up to two-years’ of in-home or long-term care without paying a cent in expensive annual premiums;
- A third-party, independent analysis of your brokerage and retirement accounts that may help identify undisclosed issues which may be preventing you from receiving thousands of dollars per year in investment benefits;
- A review of your POAs (financial and medical) to help ensure that they work when you need them most… and how to easily fix the “language” missing from almost all that we’ve seen.
- … And up to 17 other benefits!
These are important benefits and you’ve paid into the “system” for years. Doesn’t it make sense to get every penny you are owed? Setup your FREE meeting to walk through your own personalized “Worry-Free” Retirement Review & Second Opinion Service or use our handy contact form if you have any questions.
One question that we are often asked is, “Why do you offer this service to prospective clients?” In other words, “What’s in it for you?” In our experience, we find that very few advisors ever address the benefits and issues found in our checklist with their clients. So, not only is it a great way for us to introduce ourselves to prospective clients like you, it also provides you with valuable information that you can use throughout retirement, whether or not you decide to work with us!
Some people that come see us take the information and decide they can do it on their own; some will take it back to their advisors for help with those issues; and some ask us to help them fix part or all of those issues so they can get the benefits they deserve. We’d love if you became a client, but even if you don’t, we hope you’ll be happy enough to help friends and family by telling them to come see us, too! (And, your advisors may even be impressed enough to contact us so they can learn more about how we can help their clients!)
Interested in going through your own, personalized “Worry-Free Retirement” Review and finding out the benefits you may be owed?
If you’re still curious, here’s a great video that explains what we do, who we help, why it’s so important and how we do it! Check out the video below:
Now that you’ve learned more… are you ready to get your own, personalized “Full Checklist” to identify the benefits you may be owed? Contact us or make an appointment using our online calendar below: