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Are You Worried About Not Having Enough Money in Retirement?
  • Are you trying to recoup your losses and chasing returns?
     

  • Do you know how to best turn your assets into income?
     

  • Are your savings accounts all over the place?

  • Do you feel like you have no control over retirement?
     

  • Is there a lack of confidence in your current plan?
     

  • Are you scared of looking like a failure?

OR CALL US AT (949) 270-2779

A Quick and Easy Way to Assess Your Current Plan

REQUEST YOUR ANALYSIS

Fill in your information and complete the form to express your interest

MEET WITH US

We'll schedule a time to meet and review your retirement goals

REVIEW YOUR SCORE

Access your report and view current and recommended scenarios

OR CALL US AT (949) 270-2779

Why You Need an Analysis Report

Imagine how your outlook would change if you were able to PREDICT how your retirement would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed? Would you have more hope? Would you be more confident and optimistic about your retirement?

Gerard Ladalardo, Wealth Coach, has created an analysis report that can do just that. We call it the Retirement Income Shortfall Analysis TM and it's the most efficient, effective, and inexpensive way for you to know the probability rate of whether your retirement is going to be a success - or failure.

What's Included in the Analysis?

Your Retirement Income Shortfall AnalysisTM provides a rating from 1%-100% scoring your probability of success in retirement. Savings accounts are forecasted to show how they'll work together to provide you with income and recommendations are made to enhance your success score.

Here's What You Get in the Report:

Your Retirement Success ScoreTM

Yearly breakdown of account withdrawals

Notification system of income shortfall

Recommendations to enhance score

Frequently Asked Questions

How much is the cost?
Nothing! This is a free analysis of your current retirement income plan. It's a complimentary service

we provide to all prospective clients.

 

What information do you need from me?
The report includes information on your Social Security benefits and other savings accounts. We'll need to collect the latest statements and documents for the report to be as accurate as possible.

 

What if I already work with an advisor?
Not a problem! This is merely a second opinion on your retirement income plan. Keep in mind, product and strategy recommendations will be made within the report, but you'll have the freedom to decide what you'd like to do next.

Does this affect my current plan?
Not at all! This is simply a snapshot of the current state of your plan. Accounts and other factors are not affected.

 

What is the process?
The first thing you need to do is request the free analysis by filling out the form on this page. Once that's submitted, our team will reach out to you to schedule an appointment. We'll meet with you one-on-one and discuss your retirement goals. We'll also collect the necessary information at that time. After that, the report will be generated and we'll schedule a follow-up meeting to present to you your custom report.

 

How long does it take to get my report?
The timeline depends on your availability, but the overall analysis review typically takes between 1-2 weeks.

Recieve Your Free Retirement Income Shortfall Analysis Report

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The information and comparisons that may be presented on this site and any printable forms are not securities-related and the topics presented do not participate in the stock market nor are they stock market investments. Any guarantees are backed by the claims-paying ability of the insurance company and are subject to change. The real life cases presented are for informational purposes and illustrative purposes only. They should not be deemed a representation of past or guarantee future results. The cases do not represent any specific product, nor do they reflect sales charges or other expenses that may be required for some policies. No representation is made as to the accuracy of the analysis. All investments involve varying levels and types of risks.