Retirement Protection Review

Service Description

Planning for retirement feels overwhelming for one reason: most people were never shown how the system actually works. This consultation helps you get clear on three things: • where you are • where you want to go • and what’s quietly working against you Whether you’re still planning, already retired, or questioning your current strategy, this session is designed to help you make decisions before the pressure hits. We use the EFTR framework to help reduce the three biggest leaks in retirement: risk • taxes • fees. The goal isn’t to chase returns. It’s to protect what you’ve already built, keep income coming, and make sure inflation doesn’t slowly erase your lifestyle. If you’re married or engaged, both partners should attend. Retirement doesn’t fail because of math alone — it fails when couples aren’t aligned on the plan, the numbers, and the consequences.