Results in Advance Planning (RIAP)

BEFORE, you make any financial decisions, buy any financial products, or hire an advisor, test your options first. To help you make educated decisions based on facts and circumstances, we provide a professional analysis of your situation. We help determine the probability of a happy and stress-free retirement and start with where you are today in terms of your lifestyle and finances and then, how to achieve your vision. We are committed to helping you get there and are willing to provide you with a complimentary:

1) Analyze your current portfolio to assess the level of risk and determine if it aligns with your expected rate of return. Understanding the relationship between risk and return is crucial as it significantly impacts your investments' longevity. Are you taking the appropriate level of risk to achieve your desired return? You may be taking on more risk than necessary to reach your financial goals.

2) If you change nothing, have no plan, and just want to see where retirement takes you…We will calculate the probability of achieving your goals. The plan will answer the most basic question; "Do I have enough money to last the rest of my life.

3) Test any ideas that YOU might think are important.

4) Review your most recent tax return to identify opportunities and mistakes

4) If requested, an interactive financial plan helps solve potential shortfalls. Fees may apply.

The more information you share about yourself, the more value you will receive. To begin the process, CLICK HERE to get an idea of how much risk you have in your current portfolio.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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