We realize life changes (even during planning) and that not every plan is done perfectly right. Because of this we'll redo your plan as many times as needed (every year if desired, but not necessary) for as long as you are a client. Obviously we'll do everything we can to get it right from the start, but for the just in case moments we want you to know we have your back!

Get help from the experts to invest, monitor, and keep you up to date with where your portfolio is. We'll only invest your money in areas you feel comfortable and we will give you a quarterly update so you can make timely moves when you want to.

When thorough retirement planning is done right, it takes more than one expert to ensure you're getting the best that we can give you. As a result, when you sign up today you will be assigned your own personal team of advisors and experts that will work with you through the process.

Not every risk can be combatted without licensed professionals. We will never force you to take a certain action, but we will accompany you along the way not only to help you understand all of the detailed analyses you will get, but we will also be there with you so you can implement any strategies that require a licensed professional if you so choose to pursue them.

Retirement Risk Advisors, it's in our name! Regardless of your situation we will give you the best solutions based upon your Attitude, Capacity, and Tolerance for risk. After all, it's no help to know the 10 risks if you can't know the solutions!

You will get your own fully customized risk-based retirement plan. The plan will use Monte Carlo simulations to maximize your success and to show strategies that will reduce or eliminate the risks facing your retirement.

Determine what the correct Social Security claiming strategy is for you! Plus receive the best strategy to claim the $111,000* the average American misses out on because they claim at the wrong time.

*This is an average number, your number may be different. Retirement Risk Advisors are not affiliated with or endorsed by the Social Security Administration or any other government agency.

It's not very helpful to just know your risks and have plans if it is all too complicated to understand. With this roadmap we will simplify it all for you on what your next best actions are to safeguard your retirement.

With a 'Retirement Income Style Awareness' (RISA) Evaluation we are able to better match your money to your actual goals and dreams. Many advisors will ask you what you want, but do little to nothing to match that up with the plan they give you. With the RISA Evaluation that will not be a problem for you!

We'll take your retirement plan to the next level and evaluate it's tax efficiency. Too often those who have a plan already, or get one made neglect to fully account what impact taxes could have longterm (few advisors check for this at all, and many of those only evaluate for the present). As an added bonus we will do a rigorous tax analysis on your reports so that the numbers we show you are not just the best, but also the most realistic numbers we can get you.

Please Note: This is not a separate report, when we do this for clients it is mixed in with your other reports to simplify your overall plan and avoid redundancy.