& Those Who Want To Reduce Financial Risks In Retirement
*Not Sure This Is For You? No Worries, Scroll Down To Find Out!
Risk-Based Planning Changes LIves!"
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When you sign on to work with us we will take 5-6 weeks with you to layout your initial plan. After that we will
meet with you a minimum of four times a year to do seasonal planning updates focusing on the following areas below
+ Portfolio Review Each Meeting If We Are Managing Your Assets
...choose the plan that meets your needs!
Quarterly Fee
(Needed to Qualify)
Annual Fee
Annual Fee
OR
Annual Fee
(Needed to Qualify)
Annual Fees
(Needed to Qualify)
Annual Fee
When You Start Today!
Oh! Did we mention...
Most advisors are not independent meaning they cannot sell you all available financial products. That's not the case for us, WE'RE INDEPENDENT INSURANCE AGENTS & INVESTMENT ADVISOR REPRESENTATIVES!
We can and will help you find the products that are best for you, because that is what we do. THIS IS YOUR RETIREMENT, not ours!
Retirement has changed, but many advisors' approach to retirement hasn't. There are new risks today that your parents didn't have, but by using Risk-Based Planning we can help you manage them. Furthermore, we don't COPY and paste someone else's retirement plan on you. Instead we show you how much we CARE.
Our CARE Approach
C - Customize our A - Approach to R - Retirement for E - Everyone!Most Other Advisors COPY Approach
C - Clone O - Our P - Planning on Y - You
Many advisors get you in the door with a low fee promise on one individual service, not telling you of their hidden additional fees that can end up totaling as much as 10% + and have a significant impact on your retirement success.*
Not us though, you know everything we charge from the start.
*Pulled From - Robbins, T. (2014). Become the Insider: Know the Rules before you Get in the Game. In Money: Master the game: 7 steps to financial freedom. essay, Simon & Schuster.
Select Your Desired Package Here!
Traditional planning helps you get up the mountain (or to retirement), risk-based planning helps you get down the mountain (or through retirement).
We are best able to help individuals and couples age 50+ who have manageable assets (excluding their primary residency) worth $500,000+.
Our basic services included risk-based retirement planning, retirement tax analysis, social security claiming strategizing, wealth/asset management, and more.
No, we offer multiple options with and without asset management.
That is great, hopefully it is helping you get to retirement. We still recommend working with us though, as our specialty is combatting your financial risks that can prevent you from getting through retirement.
The longer you wait the more risk you are exposed to, for that reason we recommend individuals and couples start by their mid 50's where and when possible.
Yes, only in rare cases of divorce or other extraneous circumstances will you and your spouse need separate plans.
Typically, the process is a couple of months. But if you include any underwriting for insurances and annuities you may want to put in place, times will vary.
Yes, BUT! We can't emphasize this enough. While there are some of our services you can do yourself others require licenses and expertise that is not worth it for one individual to pursue just for their own retirement.
No worries, as long as you are 50+ years old we can still help you! Risk-based planning doesn't require a traditional plan to be in place.
Absolutely, it's pretty simple on your end. First, schedule an appointment with our team. Second, show up to that online meeting. And third, provide the information needed for our team to put your stuff together... and you're done. Everything else we'll do behind the scenes or will reach out with any further instruction.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Retirement Risk Advisors are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
© COPYRIGHT RETIREMENT RISK ADVISORS. ALL RIGHTS RESERVED.
RETIREMENT PLANNING
Step 1 – Team Approach
Step 2 – Get to Know You
Step 3 – Design Your Plan
Step 4 – Provide Education
Step 5 – Help You Take Action
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CONTACT US
1309 Coffeen Avenue, Suite 3851, Sheridan, WY 82801
Support Staff support@retirementriskadvisor.com
Toll free 855-491-0400