The Retirement Architect Program

The Retirement Architect Program is a comprehensive wealth management solution specifically designed for retirees and pre-retirees with a recommended minimum portfolio size of $1,000,000. The program was created by Greg Phelps, CFP®, CLU, AAMS to solve problems and create a comprehensive wealth management strategy allowing you to successfully implement 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:

• Initial consultation to ensure that the Retirement Architect Program makes sense for your unique retirement situation
• A detailed mapping of your life situation, financial position, unique needs & goals, and retirement dreams
• Personal introductions to affiliated estate, legal, risk management, and tax advisors in Las Vegas
• Creation of a detailed retirement income strategy designed to reduce volatility & uncertainty, and increase portfolio stability
• Creation of a detailed Investment Policy including the concepts and strategies created for your unique retirement plan
• Personal review & explanation of your retirement plan (with adjustments) including various life and financial scenarios
• Implementation of the retirement income and Investment Policy plan
• Personal ongoing monitoring and support of your plan, including re-balancing and tax efficient strategy implementation
• Online account access to personalized performance, portfolio, tax, income, and allocation reporting 24/7
• Personal semi-annual retirement plan review, analysis of your progress, and adjustments as necessary

The Retirement Architect Program covers nearly every facet of your financial life during retirement. This program will take the guesswork out of retirement income and planning and implement a world-class low-cost tax-efficient strategy to accomplish your financial and retirement goals. See why we're different than other financial advisor "professionals" and you'll see the choice is clear. The only question remaining is now that you've found the right financial advisor... "How do you picture retirement?".

See if the Retirement Architect Program is right for you, schedule an initial consultation here.