According to recent studies, the number one fear of those approaching retirement is outlasting their retirement nest egg.

But what if you could enter retirement with anticipation of all the new activities and experiences to come—rather than fearing what might happen or, even worse, feeling resigned that there is nothing you can do to improve your retirement lifestyle.

To help our clients chart their financial path we created the The Redzone Retirement Roadmap. Our purpose is to cushion the effects of critical financial events in your life to ensure you achieve your wealth and lifestyle goals.

We start with three key steps:

• Learning Your Goals and Objectives
• Addressing Your Critical and Life Events
• Overlaying Our Proven Process to Find Solutions

And we don’t do it alone. We take a collaborative approach and work with other professionals who play important roles, including Legal Advisors, Tax Advisors and Estate Advisors.

The Redzone Retirement Roadmap addresses the 5 key areas that retirees must address as they approach and enter their retirement years. All 5 areas work together for proper planning.

We offer a Philosophy, Planning Strategy and Process to help you anticipate and plan for financial challenges, allowing us to Discover, Design and Deploy your own personal financial plan.