Why we need financial CPR is because the financial decisions you make now are reflective of your financial success in the future. Achieving financial security in retirement starts with making smart choices. And I believe making smart choices begins with a Compass Plan Review (CPR), where you start by learning the questions to ask, and the problems to solve, before you move forward and make those important financial decisions. In fact, I believe it’s so important, that I have made it absolutely free to you!
Our CPR starts with an Income Analysis so you can address important questions, such as, will your portfolio be able to generate the sustainable income you need for the rest of your life? Or are you going to run out of money? Next, we run a Risk Analysis to determine how much risk you are taking with your portfolio. Do you know how much you could lose the next time the market has a correction? Third, we run an Investment Analysis. Studies show that the vast majority of you have no idea what you are really paying in fees. You may be quite surprised to see the results. And lastly, we perform a Tax Analysis. If there were ways that you could legally reduce the taxes you pay, wouldn’t you like to know? For example, what are you doing about your largest tax liability, which is most likely your IRA, 401K, or 403b? After all the years you’ve spent putting money into these accounts, all that money is going to be taxed someday. Do you have a plan to keep your taxes to a minimum when that money comes out?