Get a Complimentary Second Opinion
on Your Retirement Plan
You’ve worked hard to save. In a no-cost, fiduciary review, we’ll either confirm you’re on track or identify practical ways to strengthen your plan.
Claim Your Free Second Opinion
Who Is This For?
If any of this sounds like you, a second opinion can help.
- You have savings but want to know what to do next to support a successful retirement.
- You work with an advisor and want another perspective.
- You manage it yourself and want to validate your approach.
- You’ve never completed “real retirement planning” beyond funding your 401(k).
What We Review in a Second Opinion
We’ll review together:
Your Written Retirement Plan + Social Security Planning
Have you created a comprehensive written plan, and how are you preparing for a projected reduction in Social Security benefits?
Your Risk
Are you taking more (or less) risk than you’re comfortable with?
How Long Your Funds May Last
How many years are you positioned to fund your lifestyle?
Income Tax Efficiency
Are you paying more in taxes than you want to?
Liquidity Needs
Do you have the right amount of accessible funds now and in the future?
Guaranteed Income Sources
What portion of your plan is dedicated to guaranteed income streams?
Beneficiary Plans
Are your plans aligned with what you want to leave behind?
Two Possible Outcomes
A Second Opinion Should Do One of Two Things
We validate your current plan.
We’ll confirm what’s working and why, so you can move forward with greater confidence, knowing your strategy aligns with your goals and comfort level.
We identify improvements.
If there are gaps, we’ll point them out clearly and show you where adjustments could improve your plan, reduce unnecessary risk, and better support the retirement you want.
How We Can Help
For more than 35 years, Asset Guard has been dedicated to helping individuals and families pursue their retirement goals. Our goal is to take financial concerns off your mind so you can focus on the things that matter to your complete contentment: Faith, Family, Friends, Fitness.
Services offered by Asset Guard
- Retirement Planning
- Social Security Strategies
- IRA & 401(k) Rollovers
- Wealth Management
- Estate Planning
- Home, Auto, Life & Health Insurance
- Tax Preparation