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.