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Money Master Retirement Plan

Everyone should be able to live the retirement they’ve always wanted. Our Money Master Retirement Plan considers your situation holistically and custom tailors a plan to fit your life.

Discovery

To us, our clients are so much more than the sum of their assets. We want to get to know you, what your life looks like now and how you'd like it to look when you reach retirement.

We'll also review your financial situation by assessing your financial statements, risk tolerance profile, and current investments to determine if a Money Master Retirement Plan is right for you.

Planning and Analysis

During this step, you'll gain a better understanding of our retirement philosophy and planning approach. We'll stress test your current financial plan, uncovering opportunities to immediately improve your asset allocations and generating a new plan to lead you to a successful retirement.

You'll be able to compare your old plan side-by-side with your new Money Master Retirement Plan to see what a difference our adjustments can make to your financial future.

Regular Maintenance

We don't just stop after implementing your new plan. We’ll follow up with our client implementation process and go over how regular check-ins, continued client education, and special events will be a part of our partnership moving forward.

Let's talk and see if the Money Master Retirement Plan is right for you.

The Details

The Money Master Retirement Plan tackles 5 key areas of retirement financial planning:

Income Distribution

•  Income and expense analysis
•  Social Security optimization
•  Inflation planning
•  Spousal-continuation planning

Investment Plan

•  IRA/401(k) planning
•  Fiduciary model
•  Risk management plan
•  Daily portfolio monitoring
•  Institutional money

Tax Plan

•  Tax-minimization strategies
•  Roth conversion analysis
•  Charitable giving
•  Tax-torpedo avoidance
•  Required minimum distribution plan analysis
• Order of account withdrawal analysis

Healthcare Plan

•  Budgeting for Medicare
•  Long-term care planning

Legacy Plan

•  Minimizing probate
•  Life insurance planning
•  Beneficiary designation
•  Account transfer analysis
•  Charitable trusts

Frequently Asked Questions

Here is a frequently asked question?
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Here is a frequently asked question?
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how do i know i'm a good fit?
Our typical clients are: retired, or close to retirement, have around $400,000 in savings, and seeking trusted help to guide them in retirement planning.

Want to meet with an advisor?

Our advisors are ready to help you plan your future, share additional resources, and answer your questions.