Turn Savings Into a Retirement Paycheck
Download the 7‑page Retirement Paycheck Blueprint and learn a simple framework to map your income gap, stabilize essential expenses, and decide when an annuity could strengthen your plan.
- 1Separate essential vs. lifestyle expenses—clarity before decisions.
- 2Compare Fixed, FIA, SPIA, DIA in one plain‑English flow.
- 3Understand how guarantees complement—not replace—growth assets.
- 4Checklist: Data to gather before requesting an income quote.
Get the Blueprint
Free instant download. No spam—just practical retirement income guidance.
What’s Inside
A concise, actionable resource—not 40 pages of fluff. You’ll get a model you can actually use before your next portfolio or annuity conversation.
Income Gap Worksheet
Clarify essential vs. discretionary spending so you know what must be guaranteed.
Annuity Selector Flow
Quick decision path: Fixed vs. FIA vs. Immediate vs. Deferred Income.
Sequence Risk Snapshot
Visual showing why timing matters when withdrawals start.
Pre-Call Checklist
Data points to gather so a quote or illustration is efficient and relevant.
Why a Blueprint First?
Tools and illustrations make more sense when you frame the problem: Cover the core, let the rest flex. The Blueprint formalizes that process.
Clarity
See the gap you are solving—avoid over-allocating to guarantees.
Alignment
Match contract length & features to actual time horizons and goals.
Risk Segmentation
Separate longevity & sequence risk from growth objectives.
Confidence
Know what you’re paying for and which questions to ask providers.
Ready to Design Your Retirement Paycheck?
Download the Blueprint now and get Email #1 with a quick-start video. No obligation—just professional clarity.