When we sit down with people interested in the RetirementShield process, we explain that it boils down to four simple steps.
Step One is describing just what you want in your retirement. We want to define your freedom. When you envision your retirement and the ways you want to enjoy the nest egg you’ve worked so hard for, what does that look like? What does retirement freedom look like to you? Is it traveling to Europe, having no debt, buying a new motor home, taking your grandkids to Disneyland? What does your ideal retirement look like?
In Step Two, we want to identify what would get in the way of that ideal retirement. What might threaten it? Remember, knowledge is power. Identifying all the current threats that could eat away your money will allow you to stop these things in their tracks. Because if we don’t start to remove those obstacles, you’re going to have to start eliminating things from your bucket list. You’re not going to be able to do the things you always wanted to do.
Step Three examines your portfolio to free up any hidden income and find ways to make your money last longer, such as choosing the right time to take Social Security and reducing taxes on your retirement account. It’s all about understanding how to maximize your money because every dollar matters. You worked hard for them, and they belong to you.
Then, in Step Four, we produce a comprehensive plan that considers your wants and aspirations in retirement while providing stability and protection. The Retirement Shield process can help guarantee the money that is set aside for a retirement that will last.