Complimentary · No obligation
Your Retirement
Rescue Review
A private second look at your plan by our Fractional Family Office — tax, insurance and investment specialists on the same side of the table, working for you. Most people start at the Great Retirement Rescue. If you'd rather talk first, that's okay too.
Is it a bad idea to get a second opinion before the IRS gets the first one?
Two ways to start
Attend first, or talk first
Recommended: attend the Great Retirement Rescue
45 minutes live on Google Meet every other Wednesday, or the recording. You'll hear the six fears and four myths first, then we'll invite you to a 1:1 follow-up where your questions get answered in context.
Or book a Get to Know You call
Not a webinar person? That's okay too. Pick a time below for a 45-minute call with Robert or Hannah. We'll find out whether there's a real fit, and you can always attend a session later.
How it works
Three steps, and you decide at every one
1
Your 1:1
45 minutes on Google Meet with Robert or Hannah: what keeps you up at night, your goals, your accounts and your risks. We'll make sure you know at the start that it's okay to say no. If it isn't a fit, tell us to go jump in the lake. No hard feelings.
2
Your details
If there's a fit, we'll ask for the details we need to see your complete situation, and only what you're comfortable sharing. The easiest and most thorough way is to let the IRS share your records with us. It's optional, and "no" is a perfectly good answer.
3
Your recommendations
A strategic plan built around the risks we uncover and the goals you want to reach: your Retirement Risk Score, Social Security timing, and your options to reduce taxes and get the most from your retirement income and legacy.
What you walk away with
Straight answers, in writing
- Your Retirement Risk Score across all nine retirement risks
- Your best age to start Social Security, if you haven't already
- Your options to reduce your tax bill, including RMDs and IRMAA
- Ways to get the most from your retirement income and the legacy you leave
What to bring
- Your questions, big or small
- Your spouse, or whoever you plan with
- 45 minutes and a computer or tablet
No statements, tax returns or documents before we talk. If there's a fit and you're comfortable with how we work, we'll ask for the details then.
Who you'll meet
Robert or Hannah, backed by a whole team
Your call is with Robert or Hannah Johnson. They bring in our tax strategists, estate planning attorneys and case management team as your plan needs them. Already have a CPA, attorney, financial advisor, or agent you trust? We're glad to work alongside them in your best interests.
Book your Get to Know You call
Pick a time below
45 minutes on Google Meet. Choose Robert or Hannah, or take the first available time. Your invite and Meet link arrive by email — if you don't see them, check your spam folder.
Would it be crazy to find out if there's a fit before you decide anything?
Already attended a session? Use the follow-up meeting calendar instead.