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Have you ever reviewed your retirement plan and wondered:
"Can my assets support my preferred retirement plan?"
"What adjustments can be made to remain closely aligned with the method I can live with long-term?"
Now is the time to find this out.
Simply hoping things “work out”, may be the difference between living out your days the way you want or retiring in resentment.
Sure, you may get lucky if you do nothing, but most likely, you will end up burying your mistakes every few years and restarting the process. Unfortunately, by then, you will already be well into your retirement.
Why put your retirement at risk? It took you a long time to getting here. And not without making sacrifices along the way.
Think about the confidence and conviction you gain when you know you are doing things the right way. All of a sudden, you become focused on the things that matter, and you learn to push out the noise.
Now, even though we are talking about retirement income, what is this really all about?
At the heart of the matter, this is all really about the freedom that retirement income brings you. It brings you the personal freedom to do what you want.
Be it spending time with family, traveling, or making a social impact, that decision is yours.
Replace that anxious voice in the back of your head about not being able to do something in retirement with the confidence and clarity of knowing that you “have it covered.”
Assessing your capacities helps you answer the following questions:
What proportion of your spending goals are covered through reliable income sources?
Do you have excess discretionary wealth or are you underfunded with respect to your retirement goals?
How much exposure do you have to large and uncertain expenses?
We specifically developed the Funded Ratio Analysis to assess the different components of your retirement income strategies. These components include the following sections:
- Reliable Income Sources
- Diversified Portfolio
- And Reserves
We can assess any funding gaps based on the present value dollar amounts of your goals, assets, and liabilities.
More specifically, your Funded Ratio Plan will identify how you can allocate your assets across your reliable income sources, diversified portfolio, and reserves.
Now, you won’t have to figure this out yourself. During our working session, we will help you interpret our findings and craft your next steps. If you choose our working session, you'll have the opportunity to leverage our experience. If you choose just the results, don't worry - you'll also receive interpretations.
Take that next step.
Remember what this is all about - the freedom to do what you want in retirement.
Let us help you move forward.
Bonus!
Execution Documents
These resources will greatly compliment your modules and are easily worth as much as the Funded Ratio.
These include our popular:
- Pay Rule Calculator.
- Asset Allocation Decision Tree Worksheet.
- Rebalancing Spreadsheet.
- Asset Location Calculator.
- SPIA Cost Comparison Estimator.
Money Back Guarantee
The Funded Ratio comes with a 30-day, full money back, satisfaction guarantee.
If, for any reason, you are not satisfied with the Funded Ratio Analysis, then simply tell us within 30 days of purchase and you will receive a quick, no hassle, no questions asked refund.
We think you’ll agree that this is a pretty solid offer.
Step 1. You will receive via email a link with log in and password instructions for online access to fill out your questionnaire.
Step 2. Complete the questionnaire.
Step 3. Upon completion, our team reviews your responses.
Step 4. In 5-7 business days, you will receive an email with your results.
Step 5. If you purchased the funded ratio package with an advisor meeting, you will also receive a link in the first email to schedule your call with a McLean Asset Management advisor. Please do not schedule your call until you have completed your questionnaire.
A Funded Ratio Analysis looks at the totality of your current financial situation. You will need to provide information on your current investments and any properties that you own, as well as estimates of your future income, savings, and expenses.
If you have selected the self-directed Funded Ratio Analysis, after you complete the Funded Ratio questionnaire we will provide you with your results within one week. If you have selected to meet with an advisor about your results, we will contact you after you have completed the Funded Ratio questionnaire to schedule a time to discuss your results.
This is a snapshot of where you currently stand with regards to your retirement income situation. This is a financial checkup, and can be used to help you create a comprehensive financial plan, but it is not a plan in itself.
Yes! We are so confident in the value of our Funded Ratio Analysis, that we offer a 30-day money back guarantee.
The Funded Ratio Analysis is only available for purchase by individuals in the United States.
