Your income, your taxes, and your risk, in your own numbers.
About this video. The Retirement Analysis, and any "spendable number" discussed in it, is a planning estimate based on information you provide. It is not a promise, projection, or guaranteed level of income or spending.
Any examples shown are hypothetical and illustrative, do not represent any specific client, and are not a guarantee of future results. This video is educational and is not a recommendation or solicitation to buy or sell any security.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Sporos Wealth Management and LPL Financial are separate entities. Advisory services offered only where registered.
Has anyone ever looked at all three together, as one plan? That's what this is.
Each month, as a planning estimate, and how much of it is already covered by Social Security or a pension.
Inside which of your accounts it sits, and the order you would draw them down.
To the plan, and whether the mix matches the timeline.
My father, Nasar, and I run an independent fiduciary practice. Between us we look after about 100 families, on purpose, so we can actually know your situation. We serve clients across 15 states.
The analysis works best for people with at least $500K set aside. If that is not you yet, the video is still worth your time.
Yes. The analysis and the call cost nothing, and there is nothing to buy on the call. If it looks like the full version on your statements would help, I'll say so, and that is a separate conversation you can say no to.
About 10 quick questions, answered in ranges. No statements, no account numbers, no Social Security numbers. If you want the tighter version on the first call, you can upload a statement after you book. Optional.
Good. Bring what they've built. The analysis will either confirm it or show you the one thing it's missing, and either answer is worth 20 minutes. You don't have to leave anyone.
One of three things. It's a fit and I suggest the full version on your real numbers. It isn't, and I tell you plainly. Or it's a not-yet, which is common and fine. In every case you leave with the one question your plan most needs to answer.
Samee, at the time you pick, from (949) 554-3027. Add it to your contacts so it isn't screened. We never text.
Your income, your taxes, and your risk, in your own numbers. About 10 quick questions, then pick a time and I call you and walk you through all three. About 20 minutes. There is nothing to buy, and you don't have to leave whoever you work with today.
The analysis is a planning estimate built from information you provide. It is not a promise, projection, or guaranteed level of income or spending.
