Get Your Roadmap for RetirementSM
Get Your Roadmap
for RetirementSM Here
What's at risk in your retirement? Your Roadmap will address the four major risks in retirement – taxes, fees, market risk and long-term care – with a solution that's right for you. It will also provide an income analysis to show how your savings could support your retirement goals.
Give us a call at: (614) 665-1906
Get Your Roadmap for Retirement
Or give us a call at (614) 665-1906
to get your Roadmap.
Your Roadmap Will Include
Tax Map
Your IRA tax burden could be your largest debt in retirement and without a plan, Uncle Sam could get more than his fair share. Our Tax Map ensures that the taxes you pay are minimized so your hard earned IRA dollars stay where they belong — with you and your family.
Fee Filter
It should be easy to understand how much things cost. The Fee Filter uses software to show exactly how much you're paying in advisor fees, and how much you are paying for investments. Then surfaces alternative investments to help minimize fees.
Market Flashlight
This tool shows you exactly how much risk is in your portfolio, then we run a stress-test to see what that risk means in real dollars if another 2000 or 2008 were to occur.
Long-Term Care Compass
Uncover which assets could be at risk if you or your spouse go to a nursing home and what you can do to protect against the costs.
+ Income Tent
This tool makes sure you sleep well at night - confirming you have plenty of money to cover expenses, spend your hard-earned savings and enjoy your retirement.
Your Roadmap for RetirementSM will identify your personal retirement risks helping you get down Retirement Mountain safely.
Learn About the Tools Included
in Your Roadmap for Retirement
Your Roadmap Will Include
Tax Map
Your IRA tax burden could be your largest debt in retirement and without a plan, Uncle Sam could get more than his fair share. Our Tax Map ensures that the taxes you pay are minimized so your hard earned IRA dollars stay where they belong — with you and your family.
Fee Filter
It should be easy to understand how much things cost. The Fee Filter uses software to show exactly how much you're paying in advisor fees, and how much you are paying for investments. Then surfaces alternative investments to help minimize fees.
Market Flashlight
This tool shows you exactly how much risk is in your portfolio, then we run a stress-test to see what that risk means in real dollars if another 2000 or 2008 were to occur.
Long-Term Care Compass
Uncover which assets could be at risk if you or your spouse go to a nursing home and what you can do to protect against the costs.
+ Income Tent
This tool makes sure you sleep well at night - confirming you have plenty of money to cover expenses, spend your hard-earned savings and enjoy your retirement.
Your Roadmap for RetirementSM will identify your personal retirement risks helping you get down Retirement Mountain safely.
Learn About All the Tools Included
in Your Roadmap for Retirement
Why You Need a Plan to Address
the Four Retirement Boulders