Are You Ready to Build a Retirement Plan That Works FOR You?
Too many retirees are left guessing:
❌ Will my money last?
❌ Am I taking too little or too much income?
❌ What if the markets change or I need a lump sum?
It’s time to eliminate the guesswork.
This Done For You Strategy Session is designed specifically for individuals looking for confidence in retirement. We’ll help you take control, make confident decisions, and set up a sustainable, personalized retirement income strategy based on your real numbers, goals, and lifestyle.
What’s Included?
Online Course: Wealth For Life – Building Your Retirement Income Strategy
Value: $497
Start your journey with our comprehensive course to understand the fundamentals of the bucketing approach and why it's a game-changer for retirement planning.
1-on-1 Strategy Session with Kevin Sullivan, AIF®
An exclusive meeting with an Accredited Investment Fiduciary to build your personal plan. We’ll provide:
âś… Your Custom Bucketing Income Strategy Report
- Will you have a surplus or shortfall?
- Can you take more income than you thought?
- What if you’re coming up short, what are your options?
- If you have a surplus, how can you optimize it?
âś… Sustainability Analysis
- See how long your income will last, well into your 90s.
- Run “what-if” scenarios (e.g., lump sum withdrawals, market dips).
âś… Investment Bucketing Blueprint
- Learn how each “bucket” of your income is backed by smart, intentional investments.
- Understand the full picture of where your income is coming from and how it’s protected.
Done-For-You White Glove Service
We’ll do all the heavy lifting, from strategy to setup. You’ll receive a full plan plus a live review session to walk through everything with us and get your questions answered.
BONUS: Three 30-Minute One-on-One Follow-Up Sessions
Value: $1,500
We’re with you through the transition. Use these bonus sessions for check-ins, updates, or deeper dives into your plan.
Limited Spots Available
This is a hands-on, personalized experience, not a mass-market product. We only take a limited number of participants at a time to ensure you get the attention and customization you deserve.
Ready to Build Your Customized Income Strategy?
Book Your Complimentary Call Now
Let’s find out if this is the right fit for you, and get you started toward clarity and confidence in retirement.
