As a successful professional you have always been in control...of EVERYTHING throughout your career...but will you be in control of your retirement? A BIG MISTAKE most successful professionals make, is giving up control of their finances in retirement to a proclaimed financial expert. Those who make this mistake usually end up with a one-size-fits-all plan that was just spit out of a computer in less than ten minutes. That cookie-cutter plan is mocked up with fancy industry-specific terms and sleek packaging...giving the illusion that it was developed specifically for you. However, behind that glossy packaging and buzzwords is a plan that is far from customized which will likely not live up to its initial hype. Going down this route can lead to the following issues: • Paying a Fortune in Unnecessary Taxes • Asset Allocation Gone Wrong…Leading to Big Losses You can’t Afford to Incur • Having Retirement Savings & Investments but No Overarching Plan Executives, business owners, lawyers, doctors, and other successful professionals who are winning in retirement all have found one common denominator. Most have found a true Financial Partner who strives to understand their unique needs and guide them through retirement. Not just a salesperson peddling products instead of providing true, holistic solutions. Here's how our Fit Financial Partner™ System works with you... We start by assessing the following parts of your financial situation together: • Income Security Score: We figure out based on your goals and budget, how much it will cost to finance your retirement through age 90. • Income Planning: Based upon your needs we focus on optimizing your income throughout retirement. • Portfolio Audit: We discover how diversified your portfolio really is and compare how much risk you are taking to your stated risk tolerance. • Tax Analysis: We look at your situation and show you a projection of how much this will cost you over your lifetime and then strategize to help you