You only get one shot to get retirement right.

In this short video, you will learn…

  • How the industry fails to help clients adequately prepare for one of the most important events of their life, specifically retirement.
  • How you can have a durable personalized retirement plan based on reality, actually works, and doesn’t rely on risk tolerance questionnaires or one size fits all asset allocation models.
  • Why using “average historical” returns for your retirement strategy is dangerous, and for many, a fatal mistake.
  • The three most important elements that every financial plan needs to be built on and why you need to know these numbers if you want to have a successful retirement.
  • How you can protect your investments from major market downturns (without buying expensive annuities or having to invest in low-yielding fixed interest assets).
  • How to structure your investments to support your retirement strategy, safely generate the income you need in retirement, and how to maximize your assets.

Watch the video

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Ron Bullis co-founded Lifeworks Advisors in 2016 after more than ten years in the financial services industry. He developed and designed the Family Strategic Planning System™ to help individuals and families simplify their financial lives, focus on what matters most, and live an intentional life. Ron spends most of his time working with successful entrepreneurs, professionals, and families helping them build systems and strategies that empower them in the stewardship of their family and financial wealth.