The Wealth & Income Management Group Retirement Roadmap

Our exclusive, comprehensive process is designed to help you achieve a successful, stress-free retirement. We provide a no-cost, no-pressure second opinion to answer all your critical retirement questions, and we put every answer in writing. We don’t like being sold, and neither should you.

Stop Worrying about Retirement with a Customized Written Income Plan

You have done a great job of being a good saver, accumulating $500,000 or more in retirement assets. You followed the rules by saving as much money as possible and focusing on the long-term. When you were accumulating assets, you didn’t even need a plan. You worked hard and keep saving.

But now, at or near retirement, you worry about how you:

Are going to replace your paychecks for as long as you live.
To avoid running out of money before you die.

You realize you need a plan to achieve the successful retirement lifestyle you’ve dreamed of.

And that plan looks like this

You need a Retirement Roadmap for you to follow. The Wealth & Income Management Group is one of the few firms that provide accurate, detailed, written retirement income plans. Our sixteen-step retirement planning process is:

Initial Consultation: Quick, 15-minute call (phone or internet) to assess your needs.
Introduction Meeting: Share your goals, concerns, and learn about our firm.
Roadmap Overview: Understand our retirement planning process.
Data Collection: Simple, streamlined gathering of your financial information.
Income Needs Assessment: Determine exactly how much monthly income you’ll need.
Risk Analysis: Clarify your current and desired risk levels.
Asset Allocation Plan: Customized investment strategy using our 3-Bucket Strategy.
Retirement Income Plan: Written plan to replace your paychecks for life.
Social Security Optimization: Maximize your benefits with the right timing.
Tax Optimization: Minimize your tax burden with expert strategies.
Excess Cash Flow Planning: Ensure you have more income than you need.
Fee Management: Uncover and try to reduce hidden investment fees.
Legacy Planning: Plan for your beneficiaries and charitable goals.
Comprehensive Written Plan: Receive your personalized Planning Binder.
Plan Refinement: Adjust and perfect your plan before implementation.
Ongoing Support: Annual reviews and continuous guidance to keep you on track.

How you might feel when you complete these 16 steps

Relief knowing you finally have a comprehensive, written retirement income plan.
Satisfaction from truly understanding your money, perhaps better than ever before.
Confidence that your financial security is assured throughout your retirement.
A sense of abundance as you enjoy more income than you need to spend each month.
Triumph in having built enough wealth to ensure a rewarding, successful retirement lifestyle

Contentment as you realize you can live the retirement you’ve always envisioned and hoped for.
Eagerness to embrace this new chapter, feeling less anxious about spending your hard-earned money.
Empowerment from knowing you’re in control of your finances—no more just “hanging in there” or “riding it out.”
Freedom to live as you please, with the assurance that your money will last and never run out.
Optimism that you’ve done everything possible to secure a fulfilling retirement.

If your current financial or retirement plan doesn’t leave you feeling this confident, maybe it’s time to reach out to the Wealth & Income Management Group for a no-cost second opinion.

In Conclusion

We focus on education and transparency by explaining every step, every fee, and every strategy, and put your plan in writing. We have a factual and effective process to help you achieve the retirement lifestyle you have dreamed about. We help people with $500,000 or more of investible assets.