Phase II: Assess – What You Have

The Protected Retirement Process®

Get a Clear Understanding of Where You Are Today and the Lifestyle You Desire.


We take a MRI of your financial health. • What is the Knowledge Blind Spot and why should you be aware of it? • The 80% Retirement Income Myth.

Just like a medical doctor taking thorough medical information before prescribing any medications or remedies, we take thorough financial information about you and your money. We then stress test it to see how long your money lasts before any recommendations are given.


We “stress test” your current plan to identify and isolate potential gaps, both known and unknown.