DOES YOUR RETIREMENT
HAVE A SHIELD?
Welcome to the planning process designed to protect you from the costliest mistakes.
WHY?
THE RETIREMENT SHIELD PROCESS
1
Social Security
Discover the best way for you to take Social Security benefits without making costly and permanent mistakes
3
Taxes
Identify opportunities to reduce (or even eliminate) certain taxes in retirement and keep more of your hard-earned savings
2
Incoming Planning
Find out how you can turn your savings into a reliable stream of retirement income that will last as long as you do
4
Downside Protection
Find out how you can both limit downside risk and potentially reduce fees on your retirement accounts
WHAT IS THE RETIREMENT SHIELD?
If you've ever watched a movie with soldiers preparing for battle, one thing is always the same—soldiers never go into a fight without a shield. Today, a shield takes many shapes and forms, but the purpose remains the same: protect what matters most with a sturdy defense.
As you approach retirement, or if you're already in it, the most important thing to protect is your retirement. Just as every soldier needs a defense, every retirement needs a shield.
The Retirement Shield is an educational workshop designed to help you identify and avoid the 4 most devastating retirement mistakes.
At the Retirement Shield, we're passionate about helping people identify and prepare for these mistakes: not getting the most from Social Security, not making a lifetime income plan, paying more taxes than necessary, and failing to protect your nest egg from market volatility and fees.
If your retirement doesn't have a shield, we're glad you've found us. Come to one of our local workshops and we'll show you to to shield your retirement.
YOUR RETIREMENT SHIELD
Want to know what a Retirement Shield plan looks like? Here's a sample report we'll make just for you.
