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Ready to Apply Risk Management Strategies to Your Retirement Planning?
Simply click below to get your FREE 3 Part Kit
Your Comprehensive GPS Guided Planning System.
Stress Free Retirement by Patrick Kelly.
The Retirement Hero: A Guide to Help You Eliminate Retirement Obstacles and Achieve the Lowest Possible Tax Rate for You and Your Family.
PART 1
PART 2
PART 3
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THE 6 PART GPS GUIDED PLANNING SYSTEM
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DISCOVERING RISK TOLERANCE VS RISK CAPACITY
Understanding Risk Tolerance (how comfortable you are taking risk) vs. Risk Capacity (what amount of risk can I actually afford to take in retirement and maintain my lifestyle?)
INVESTMENT PLANNING
Taking a look under the hood to see how your stocks/funds have been working for you, and if any tweaks might optimize things for the long haul.
INCOME PLANNING
How do I take all of these puzzle pieces (retirement plans, savings) and create a reliable income stream throughout the most important years of my life?
TAX PLANNING
It’s not just about TurboTax or dropping documents on your CPA’s desk. Making sure that we make every dime in your nest egg as tax-efficient as possible, no matter what the future holds.
HEALTHCARE PLANNING
Whether it’s our current plan coverage, or different Medicare packages moving into your retirement years, let’s make sure we’re getting the best, most cost-effective plans out there.
LEGACY PLANNING
Making sure the dollars left behind for your loved ones are properly situated, and as tax-efficient, as is possible.
FLIGHT PLAN
Most Americans define retirement as a goal where they continue their current lifestyles without having to work. Instead, their assets work for them. For most of your working years, retirement is something in the distant future. However, to achieve a successful retirement, you must be as diligent as a pilot.
— CEO, RYAN WHELESS
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