This Free Plan Offer Is For Accountants, Engineers, And Other Professionals...

Fill Out The Form &...

Sign Up For The 'Asset Management Package'!

Here's What You'll Get!

  • UNLIMITED Plan Iterations (For as long as you are a client)
  • Asset Management With Quarterly Check Ins
  • ​Access To Our Team Of 100+ Experts
  • ​Your Own Team of Advisors
  • ​ACT Based Solutions To Reduce Risks
  • Risk-Based Retirement Plan
  • Step-by-Step Roadmap
  • ​Detailed Social Security Analysis
  • BONUS: ​​Rigorous Tax Analysis
  • BONUS: Retirement Income Style Awareness - RISA
  • BONUS: ​RRA Legacy Vault (For as long as you are a client)

 TOTAL VALUE: $60,260

Yours Today For FREE!

+ A 0.5 To 1.5% Asset Management Fee

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By clicking submit, you are consenting to our asset management fee. In the case that you decline to move your assets over after we have created your plan you will be billed and legally expected to pay our $2,495 standard planning fee. You also understand and agree that if you don't meet our minimum criteria of $100,000 in annual income or $500,000 in assets excluding your primary residency, we reserve the right to refuse service.

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By providing us with your information you are consenting to the collection and use of your information in accordance with our Terms of Service and Privacy Policy.

What Work We'll Do With You!

Unlimited Plan Iterations!

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!
  • Change Your Plan As Many Times As You Want For As Long As You Are A Client
  • Feel Confident We Have Your Back And Won't Leave You Hanging
  • Know That You Got The Best Plan For You In The End

You Get It For FREE!

 Asset Management!

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.
  • Have Your Assets Managed By Experts In The Industry 
  • Receive Quarterly Updates So You Can Make Timely Updates When Needed
  • Ensure Your Portfolio Stays Properly Balanced And In Line With Your Ultimate Retirement Goals

You Get With Only A 0.5 To 1.5% Management Fee!

 Your Own Team Of Advisors!

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.
  • Get Personalized Help Through Your Entire Retirement Planning Process
  • Know That You Are Getting The Best Service We Have Available To You
  • Feel Confident That Your Plan Is Right For You As Your Advisors And Experts Check Each Others Work For You

You Get It For FREE!

 Access To My Team Of 100+ Experts!

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.
  • Unlimited meetings with my team until they have completed all of the work in your package for you
  • Be guided by the best experts in the nation who have thousands of solutions at your disposal
  • Understand how to match your money with your retirement goals and dreams
  • Secure your retirement with increased income, a greater legacy, and more peace

You Get It For FREE!

 ACT Based Solutions To Reduce Risks!

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!
  • Know your best counters to the biggest and most likely financial risks in your retirement
  • Eliminate the stress of not knowing how to improve your situation
  • Ultimately retire worry free knowing you've done what you can to safeguard yourself against the biggest and most common risks

You Get It For FREE!

 The Risk-Based Retirement Plan!

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.
  • Know where you stand financially for retirement and where you can be
  • Extend your retirement fund, giving you more security & peace of mind WITHOUT putting your funds at risk or living a rice & beans retirement
  • Know what lifestyle you can expect in retirement eliminating the stress of unwanted surprises

You Get It For FREE!

 Detailed Social Security Analysis!

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.
  • Build your retirement on a solid and reliablie foundation: Social Security may be going broke, but it will never go broke as it is the government's favorite program...
  • Ensure you claim all of your available benefits: Don't leave your hard earned money on the table
  • Know when the right time to claim is for you based on current laws and life expectancies to help you determine your best time to retire!

You Get It For FREE!

 Step-by-Step Roadmap!

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.
  • Know your personalized best course of action based off of our study of thousands of plans and scenarios
  • Clearly and simply know how to implement your solutions: We don't want to leave you in the dark, after all it's your retirement!
  • Have guidelines for the foreseeable future of your best course of action

You Get It For FREE!

+ THESE BONUSES!

BONUS #1

 RISA Evaluation!

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!
  • Effectively Match Your Money With Your Goals & Dreams For Retirement
  • Understand What Investments & Products You Will Feel Comfortable With While Giving You The Results You Are Good With
  • Better Understand If What We Build For You In A Plan Is Right For You

You Get It For FREE!

BONUS #2

 Rigorous Retirement Tax Analysis!

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.
  • Ensure You Won't Be Hit By An Unexpected Tax Bill That Could Throw Your Plans Out The Window
  • Checks That Our Recommended Steps Are Tax Efficient Not Just Now, But Longterm
  • Make Your Money Go Farther Than It Would If You Paid Unnecessary Taxes

You Get It For FREE!

BONUS #3

 RRA Legacy Vault!

This secure cloud storage software makes it easy for you to pass on a simple to follow legacy, go through retirement stress free knowing you have your affairs in order, and pass your legacy on in a manner that will lift and lighten burdens on family, friends, and others.
  • Safely & Securely Store Your Legacy Information In One Place
  • Easily Plan, Create, and Organize Your Legacy
  • Stop Worrying About Where Your Belongings Will Go When You Pass Because You'll Have It All Laid Out

You Get It For FREE!

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