SIMPLY RETIREMENT Roadmap™

✔ Tax Strategy Analysis

✔ Investment and Asset Allocation Analysis

✔ Retirement Recommendations

If you are retired (or close to it) our complimentary SIMPLY RETIREMENT Roadmap™ Process will provide you with answers to three critical retirement questions:

• Will I run out of money in retirement?
• Am I overpaying Uncle Sam?
• Is my current investment strategy suitable to meet my retirement income needs?

Answers to these questions, and others you may have, will be delivered in your own personalized SIMPLY RETIREMENT Roadmap™.

For those that are retired or close to it and a good fit for our firm, there is no cost or obligation for this process as we want to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

SIMPLY RETIREMENT Roadmap™ Process

Phone Call

A 15-minute introductory phone call will allow us to get to know one another, allow you to ask any retirement questions you may have and to determine if our expertise is a good fit for your needs.

SIMPLY RETIREMENT Roadmap™ Meeting

During the initial meeting, we will learn more about your financial situation, needs, concerns, and goals. We’ll request some information about your current financial position, such as assets, liabilities, income, and more.

Can be held virtually via Zoom or in person.

Analysis

This is where the magic happens!

We will analyze the information gathered during the SIMPLY RETIREMENT Roadmap™ Meeting to determine the following:

1. Can I afford to retire?
2. Am I utilizing all available strategies to minimize taxes?
3. Is my investment portfolio suitable to meet my retirement goals?

Your Personalized SIMPLY RETIREMENT Roadmap™

In our second meeting, we will deliver your SIMPLY RETIREMENT Roadmap™. This roadmap will include our completed analysis of your current retirement scenario, but, more importantly, it will include actionable recommendations that we believe will give you peace of mind that you are on the right track to achieving your retirement goals and answer the three key questions.

Take Your Time

You are under no obligation to us at any point in this process. After we present our analysis and recommendations, it’s completely up to you whether you decide to move forward with us. We will not pressure or rush you into a decision. We want you to be confident and comfortable with us before officially establishing a relationship. While considering us, here are some questions you might ask yourself:

•  Do I like, trust and respect the team at Blake Wealth Management?
•  Will the benefits they provide outweigh the costs?
•  Do I understand and feel confident in their investment process?
•  Do their recommendations make sense to me?

Implementation and Paperwork

During this meeting, we will answer any remaining questions you have and if you are ready, start the paperwork to become a client.

Prior to this meeting, we will have sent you a detailed explanation of this process and answered all of your questions and concerns.

While we would love to work with you if you decide that it’s not a good fit, we will wish you all the best and every success. In other words, there is never a hard sell or pressure to say yes.

Ready to get started?

Take the first step. Schedule your 15-Minute Introductory Phone call.