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Thank You for Booking Your Strategy Call... But Before You Go:
Want a Trusted Advisor to Manage All Aspects of Your Retirement Plan For You?
The Retirement Income Masterplan Gives You the Best of Every Possible Option
All Customized to Your Goals, Finances and Legacy Wishes, So You Can Retire in as Little as 5 Years or Less
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What Retirees are Saying About the Retirement Income Masterplan
"Travel insured international made it very easy to fill out the claim form for reimbursement of the concert tickets online. I would not hesitate to buy a in from travel insured insurance is a small cost compared to what you can lose."
"The trip cost around $5,000, which is more than we would want to lose in case there was a last minute problem and we couldn't go. It gave us peace of mind to know we were covered for all these things on the trip."
"Got a lot of good points, things to help me correct my mental game practice, and I'm looking forward to the weeks coming up to see where it's going to take me."
"I feel like you're looking over my shoulder when I'm trading ... It's nice to have a mentor that really cares about you. That's what I feel when we're in the room."
Keep More of Your Hard-Earned Money with Powerful Strategies Built for Maximum Tax Savings
What You'll Get:
1. Proactive tax-saving strategies and vehicles so that you can maximize your retirement savings.
2. Support and direction for your CPA to help improve their tax efficiency
3. Tax-advantaged accounts and trusts to increase your savings
4. Designed to help you retain more of what you earn with savings loopholes normally only available to the ultra-wealthy
Powerful, Proactive Strategies Built to Take Advantage of Current Legal Tax Loopholes
Bonus #5Â - Worry-Free Estate Planning
Ensure Your Wealth Reaches Your Loved Ones, Exactly as You Wish
What You'll Get:
1. Techniques on how to bypass probate so that wealth goes directly to your loved ones without the hassle.
2. Distributes assets according to your exact wishes.
3. In-office trust services also available at no extra cost.
4. Enjoy the certainty that your estate is managed smoothly and efficiently.
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Create a Legacy of Generational Wealth for Your Family
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Bonus #6 - ​Yield-Optimized IRA Management
Perfectly-Timed Withdrawals Designed to Maximize Yields and Tax Advantages
What You'll Get:
1. Specifically-timed IRA withdrawals and ongoing rebalancing for optimized returns.
2. Strategically-managed accounts to take full advantage of tax benefits.
3. Ongoing income support throughout various stages of retirement.
4. Adapts to current market conditions to ensure the best possible outcomes.
Optimize Every Withdrawal to Maximize Yields at Every Stage of Your Retirement Journey
Bonus #7Â - Monthly Reporting and Annual Check-in Meetings
Your Financial Strategy is Always Fine-tuned to Meet Changing Income Needs
What You'll Get:
1. Monthly reports and annual meetings online that detail portfolio performance and provide detailed overviews.
2. Ongoing adjustments and changes to your financial strategy including shifts in fixed or variable income requirements.
3. Timely adjustments to accommodate unexpected expenses or changes in income needs.
4. A proactive strategy that's aligned with your evolving goals throughout the year.
Always Stay Informed with What's Happening in Your Account Without Needing to Micromanage Everything
Bonus #8 - ​Dedicated Account Representative
Your Direct Line to Personalized Assistance Whenever You Need It
What You'll Get:
1. Direct support that's available for check-ins upon request to address any questions or concerns.
2. Transparency, guidance and clarity on your investments from someone who understands your unique needs.
3. Ongoing financial decision assistance that is in alignment with your retirement goals.
4. Future planning and discussion whenever you're ready to further refine your financial strategy.
Your Direct Line to Transparency and Accountability, Every Step of the Way
Bonus #9Â - Real-Time Quarterly Adjustments
Keep Your Portfolio Aligned with Financial Goals and Market Opportunities
What You'll Get:
1. A hands-off approach that allows you to enjoy retirement without needing to micromanage your investments.
2. Market monitoring handled by our team with portfolio adjustments made accordingly.
3. Keep your portfolio aligned with your financial goals while seizing new market opportunities as they arise.
4. Real-time adjustments designed to reflect ever-changing market conditions
Relax and Enjoy Your Retirement Without Worrying About Your Finances!
Bonus #10 - ​Retirement Planning Bundle
Everything You Need to Plan, Organize and Save for Retirement with Confidence
What You'll Get:
1. Know what your required minimum distribution should be according to your retirement plan.
2. Discover how to maximize your social security payments.
3. Plan for different stages of your retirement depending on your age
4. Overcome election uncertainty, plan for your retirement at any stage of the journey and ensure you're saving as much as possible with guides, templates and checklists to help you along the way.
Everything You Need to Plan Out and Enjoy Your Retirement to the Fullest!
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Investment advisory services are offered through Manwaring Wealth Management, LLC., an Arizona Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
