You Need a Sheepdog

To Protect & Guide You in Retirement

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Financial advisors and the financial industry continue to abandon retirees on Retirement Mountain—more concerned about keeping their 1% fee than helping, servicing and supporting retirees in protecting their life savings against the largest risks in retirement.

We couldn’t stand around and watch anymore.  Which is why we created a new type of guide, a new type of protector, for you in or nearing retirement – the Retirement Planner.

Get to know our Retirement Planners (your Sheepdogs) and you’ll see why we're different than your financial advisor.

Get to know our Retirement Planners and you'll see why.

Line 1golden-reserve-dashes

Financial advisors and the financial industry continue to abandon retirees on Retirement Mountain—more concerned about keeping their 1% fee than helping, servicing and supporting retirees in protecting their life savings against the largest risks in retirement.

We couldn’t stand around and watch anymore.  Which is why we created a new type of guide, a new type of protector, for you in or nearing retirement – the Retirement Planner.

Get to know our Retirement Planners (your Sheepdogs) and you’ll see why we're different than your financial advisor.

Get to know our Retirement Planners and you'll see why.

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We Walk It With You

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No more confusing charts. Confusing meetings. Confusing jargon. Confusing Statements.

No more just handing out business cards for some other ‘expert’ to handle the most important to-dos of your retirement plan

No more fees based on the number of zeroes in your accounts.

No more set it and forget it retirement plans.

No more financial advisors.

We walk it with you. 

That means we have in-house CPAs to handle your IRA tax plan and annual tax returns. That means we have in-house attorneys to build long-term care and legacy legal plans. That means we don’t believe in charging you more because you have more—that is why every client pays the same amount. That means we are meeting you throughout the year and updating your plans when life happens.

That is how a Retirement Planner, walks it with you.

Find the Expedition Retirement Show Here

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Tune into Expedition Retirement TV Show or Radio Show on your local networks. Greg Aler tackles the most important legal, tax and financial topics that could prevent you from enjoying your retirement. Greg doesn’t hold back when it comes to helping retirees fight back against a financial industry that has been taking advantage of retirees for too long.

Jason Aldean joins Greg on the Expedition Retirement Show
Jason Aldean joins Greg on the Expedition Retirement Show
Jason Aldean joins Greg on the Expedition Retirement Show
Jason Aldean joins Greg on the Expedition Retirement Show
As Seen OnAs-Seen-On

Get Your Roadmap for RetirementSM

See how our Retirement Planners protect and guide you against four of the greatest risks in retirement by building a personalized  Roadmap for RetirementSM.

Join Us For a Live Dinner Seminar

We are bringing Expedition Retirement TV and Radio shows to you. These complimentary dinner seminars share critical information on how and who should be helping you navigate the big risks of retirement.

Get Your Roadmap for RetirementSM

See how our Retirement Planners protect and guide you against four of the greatest risks in retirement by building a personalized  Roadmap for RetirementSM.

Join Us For a Live Dinner Seminar

We are bringing Expedition Retirement TV and Radio shows to you. These complimentary dinner seminars share critical information on how and who should be helping you navigate the big risks of retirement.

FireYourFinancialAdvisor01

GREED. EXPLOITATION. AND SO MANY FEES. ALL HIDING IN PLAIN SIGHT.

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That's your financial advisor. Whose services and advice have become the outdated VHS player of retirement.

In Fire Your Financial Advisor: 40 years of greed and exploitation of the American Retiree, and how you can fight back, Greg Aler tells the story of how the financial industry created a trillion-dollar empire by withholding information while over-charging and under servicing retirees regarding the real risks of retirement. Greg then introduces the Retirement Planner. This is a new guide who was built to replace the financial advisor and address the four largest risks in retirement today: IRA Taxes, Market Risk, Fees, and the skyrocketing costs of Long-Term Care.

FireYourFinancialAdvisor01

GREED. EXPLOITATION. AND SO MANY FEES. ALL HIDING IN PLAIN SIGHT.

Line 1golden-reserve-dashes

That's your financial advisor. Whose services and advice have become the outdated VHS player of retirement.

In Fire Your Financial Advisor: 40 years of greed and exploitation of the American Retiree, and how you can fight back, Greg Aler tells the story of how the financial industry created a trillion-dollar empire by withholding information while over-charging and under servicing retirees regarding the real risks of retirement. Greg then introduces the Retirement Planner. This is a new guide who was built to replace the financial advisor and address the four largest risks in retirement today: IRA Taxes, Market Risk, Fees, and the skyrocketing costs of Long-Term Care.

What Are the Biggest Risks of Retirement

There are four major boulders most retirees will face on their way down the mountain.

Our Retirement Planners can help mitigate or eliminate these risks:

Tax Boulder

Without a plan to minimize your tax burden, you could lose as much as 40% of your IRA value to Uncle Sam. Learn more.

Market Risk Boulder

20% gains are great, but a 40% loss can be devastating, especially in retirement. In the event of a downturn, having too much risk could cost you big time. Learn more.

Fee Boulder

What’s hiding in your portfolio? Advisor fees and hidden investment costs can decrease your returns and erode your savings. Learn more.

Long-Term Care Boulder

Nursing homes can run $7,698 a month or more, and without a strategy to safeguard your assets, you could lose your home and life savings. Learn more.

What Are the Biggest Risks of Retirement

There are four major boulders most retirees will face on their way down the mountain.

Our Retirement Planners can help mitigate or eliminate these risks:

Tax Boulder

Without a plan to minimize your tax burden, you could lose as much as 40% of your IRA value to Uncle Sam. Learn more.

Market Risk Boulder

20% gains are great, but a 40% loss can be devastating, especially in retirement. In the event of a downturn, having too much risk could cost you big time. Learn more.

Fee Boulder

What’s hiding in your portfolio? Advisor fees and hidden investment costs can decrease your returns and erode your savings. Learn more.

Long-Term Care Boulder

Nursing homes can run $7,698 a month or more, and without a strategy to safeguard your assets, you could lose your home and life savings. Learn more.

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