Lifeworks Retirement Income System™

Consider the following questions every person close to or in retirement should be asking:

  • Do I have a plan for how to protect my investments from market downturns like March 2020, the Great Financial Crisis of 2008/2009, 2001, 1999, etc?
  • Do I know the minimum rate of return I need to earn on my investments in order to safely generate the income I need to retire?
  • Do I have a clear, well-thought-out financial plan for my retirement?
  • Is my investment strategy built to support my personal retirement plan, or is my investment strategy based on a risk tolerance questionnaire or simple asset allocation model?

If you are unsure about your current retirement plan or you are not confident that your investment strategy will protect you during a market downturn, schedule your FREE strategy session with our team.

Here’s what you will get:


A personalized strategic roadmap

that will include the three absolutely critical numbers that you need to know in order to retire—Cash Flow, Financial Independence, Minimum Rate of Return, and how to structure your investment strategy to support your retirement plan.


How to protect your life savings from market loss

and predictably generate the income you need in retirement.

Schedule your FREE strategy session with our team