Us vs. the Other Guys

There’s about ~300,000 financial advisors in the U.S. And only about 1% are considered “retirement specialists.” How many do you think combine education, analysis, strategy, balanced guidance, research, technology and a disciplined process (plus all the other cool stuff about our services) to give you a better retirement outcome? Not many, if any.

Check out the chart below to find out what we’ve got over the other guys (and gals) who are providing conventional advice and solutions.

“Most advisors are investment-centric concentrating solely on managing investments and do not incorporate all the intricate retirement strategies that must be utilized to dramatically increase the probability of a retiree’s success”.

-Wade Pfau, PhD, American College professor and retirement researcher

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Your Retirement Advisor vs. Conventional Investment Advisors

Benefits Your Retirement Advisor Conventional Advisors
Unconventional Retirement Solved Approach: Educate, Analyze, Strategize, Deploy YES No
Hybrid fiduciary advisors – product/portfolio agnostic for a balanced solution (investments & insurance) YES No
Alpha Efficient Retirement Solved strategy utilizing investments, insurance, and guaranteed indexed annuities YES  No
Sophisticated tax analysis & income/Social Security optimization software YES  N0
Research-backed tax efficient withdrawal strategies to extend portfolio lifespans YES  N0
Low cost, flexible, transparent fee structure YES  N0
Personalized online or local guidance from passionate retirement advocates YES  N0
Full retirement plans, individual services or discipline specific assessments YES  No

Life is Good. Retirement is Better. Start Planning the Dream

Choose Your Starting Point Here

Your Retirement Advisor is here for you with honest, approachable advice & free resources whether you’re a DIYer, or you’ve decided that you’d rather spend your time doing something else while we figure out the details of your retirement plan.

There’s no better time than now to start planning your financial freedom date. Follow these 5 steps to help you get started.

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Yes, I want to access the online Am I Ready? retirement kit.

Follow the 6 steps to retirement readiness: read how to guides, watch videos and use our retirement calculators.  We’re here if you have any questions or would like any number of assessments.