Social Security Report (Valued at $49)

• Your Social Security Maximization Analysis will examine all Social Security filing and collection options for your personal situation and show you all the maximization strategies that are available to you based on your work history, earnings, age and marital status.

Fee and Drawdown Analysis (Valued at $245)

• Your Fee and Drawdown Report will reveal the historical drawdown risk in your investment portfolio as well as confirm the current hidden level of internal fees (Mutual Fund + Management Fees) you are paying within your investment accounts.

Income Sourcing Maps (Valued at $465)

The Income Sourcing Map will incorporate Social Security maximization numbers, pension numbers, earned income, business income and income needed from investments to fund your monthly expenses and retirement income goals.

The Asset Allocation Map provides a framework for maximizing your results by dividing retirement assets into three separate buckets with distinct objectives.

• The NOW Bucket is designed to meet all your income needs and planned expenses over the next year.
• The SOON or Stable Assets Bucket is designed to source future retirement income and to hedge against deflation.
• The LATER or Inflation Assets Bucket is designed for growth and to hedge against future inflation and its negative reduction on your money's purchasing power over time.

IRA / 401(k) Tax Analysis Report (Valued at $279)

• This report will show potential Tax Savings Strategies to consider within your IRA, 401(k) and TSP accounts.
• This report will help to determine if you can effectively "Divorce yourself from the IRS" by shielding your savings from future taxation and ongoing legislation of retirement accounts.