ATTENTION: Retiree's 59+ years old
You Saved the Money… But Will It Last?
Discover how to turn your retirement savings into income that lasts as long as you do.
CLICK BELOW TO WATCH FIRST!
Meet Trisha Perez
Retirement Income Specialist
With over 5 years of experience helping clients retire with confidence, Trisha specializes in transforming 401(k)s and IRAs into monthly income that lasts.
Her mission is simple:
+ Protect your savings.
+ Maximize your retirement income.
+ Eliminate the guesswork.
Real results from a real couple:
Meet Paul & Victoria
"I'm afraid I'll outlive my money just by living a long, healthy life." ~ Victoria
If you’re 59+ and have $500,000 or more saved for retirement… You deserve to know if your plan will truly last.
👉 Fill out the form below for your own Income Analysis.
Why Most Retirement Plans Fail — And What to Do Instead
Most people use one bucket to do everything. We separate your money by function, not just account type—so your plan is simpler, safer, and designed to last as long as you do.
Bucket 1
Guaranteed Income
Your lifestyle essentials, covered for life, no matter what the market does.
Consider this Mail Box Money, so that even though you may run out of money...you will never run out of income.
Bucket 2
Growth & Lifestyle
Liquid, flexible money for extras, surprises, and rising costs. While using our preferred partners and Fiduciaries, we are able to grow this bucket properly, without asking it to pull double duty. We do that by Tactical Money Management to mitigate your downside risk through volatility, while capturing great returns fo r that next vacation!
Bucket 3
Legacy & Liquidity
Designed to grow and protect what you leave behind—with purpose.
You spend your life protecting those you love, building a nest egg, and we make sure that it will get to the next generation with less taxes, more impact, and designed to give to them what you want.
READY TO GIVE US A TRY?
What's Your Plan for Retirement Income?
If you’re 59+ and have saved at least $500,000, now is the time to get a second opinion on your plan.
This free, no-pressure review will show you:
1. How much income your savings can generate for life
2. How to protect against inflation and long-term care
3. And how to ensure your money lasts as long as you do
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🔒
100% Private!
No Spam!
No Pressure!
What’s the worst that can happen?
At worst? You confirm your plan is solid.
At best? You avoid the Biggest Mistake of your financial life.
Either way, you win
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