Schedule Your
Complimentary
Retirement MRI to
Maximize Retirement
Income
Stress-test your retirement plan for Market Risk, Retirement Income Risk, and IRA Tax Risk.
For adults ages 55–75 with $300,000 or more in retirement savings who want more clarity, confidence, and control.
Your Retirement MRI helps uncover hidden risks inside your current plan, model retirement outcomes, and identify strategic solutions before small issues become expensive problems.
- M — Market Risk Scan
- R — Retirement Income Risk Scan
- I — IRA / 401(k) Tax Risk Scan
During Your Free Consultation, You'll Receive:
We use the Retirement MRI Method to gather your current plan information, identify hidden risks, diagnose your retirement plan, stress test possible outcomes, and outline strategic next steps.
- ✓ Retirement MRI Risk Scan – Personalized review of your Market Risk, Retirement Income Risk, and IRA / 401(k) Tax Risk
- ✓ Retirement Stress Test – Data-driven modeling to show how market volatility, income withdrawals, longevity, and taxes could affect your plan
- ✓ Action-Oriented Findings – Clear reports and recommended next steps for income planning, Roth conversions, and risk mitigation where appropriate
- ✓ Complimentary Book – "Your 401(k) or IRA Is a Ticking Time Bomb" when you schedule and complete your Retirement MRI
How the Consultation Process Works
The first step is a brief 15–20 minute conversation to gather the right information. From there, the Retirement MRI is run and a follow-up strategy session is used to walk through the findings and treatment plan.
- 1Intro Call: We learn about your current retirement plan, goals, income sources, and concerns.
- 2Retirement MRI Analysis: We model market exposure, income sustainability, and IRA / 401(k) tax exposure.
- 3Strategy Review: You receive clear reports, practical recommendations, and a focused discussion of next steps.
This consultation is ideal for:
- • Ages 55–75
- • $300,000+ in retirement accounts or retirement savings
- • Within 5 years of retirement or already retired
- • Want to test whether your current plan can withstand market shocks, income demands, and future tax pressure
If the Retirement MRI reveals that no major changes are needed, we will tell you. The goal is clarity, education, and informed planning.
Complete This Form to Schedule Your Retirement MRI to Maximize Retirement Income
Fill out the exact same booking form and then choose a time that works for you using the current Calendly scheduling link.