The Retirement Architect Program
The Retirement Architect Program is a comprehensive wealth management solution specifically designed for financially secure retirees and pre-retirees with a recommended minimum portfolio size of $500,000.
The program was created by Greg Phelps, CFP®, CLU®, AAMS® to solve financial problems and create a comprehensive wealth management strategy allowing you to successfully realize your retirement dreams while achieving your investment portfolio goals. This program will provide a solid framework for your retirement, and help alleviate the financial guesswork so many retirees face today.
The Retirement Architect Program consists of:
- Total Client Profile – Financial fact finding and data collection including a detailed mapping of your life situation, financial position, unique financial needs & goals, and retirement dreams.
- Wealth Management Team – Personal introductions to affiliated estate, legal, risk management, and tax advisors in Las Vegas where appropriate.
- Retirement Income Strategy – Creation of a personalized retirement income strategy designed to reduce volatility & uncertainty while preserving and growing your wealth for the future.
- Investment Policy – Compilation of a structured Investment Policy Statement detailing the concepts and strategies established for your unique retirement investment plan.
- Plan Administration Meeting – Personal review & explanation of your retirement plan (with adjustments) including various life and financial scenarios.
- Implementation – Execution of your personal retirement income plan and Investment Policy Statement.
- Hands-On Maintenance – Personal ongoing monitoring and support of your plan, including daily reviews and tax efficient strategy implementation.
- Portfolio & Plan Access – Online account access to personalized performance, financial planning, portfolio, tax, income, and allocation reporting 24/7.
- Planning Supervision – Personal semi-annual Retirement Architect Program review, analysis of your progress, and adjustments as necessary.
The Retirement Architect Program covers nearly every facet of your financial life during retirement. It will take the guesswork out of retirement income planning and implement a world-class low-cost tax-efficient strategy to deliver the financially inspired retirement that you envision.
