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 (if your portfolio is $100,000 or greater, click here for our investment advisor program). 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 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:

• Financial fact finding and data collection including a detailed mapping of your life situation, financial position, unique financial needs & goals, and retirement dreams
• Personal introductions to affiliated estate, legal, risk management, and tax advisors in Las Vegas where appropriate
• Creation of a personalized retirement income strategy designed to reduce volatility & uncertainty
• Compilation of a structured Investment Policy Statement detailing the concepts and strategies established for your unique retirement investment plan
• Personal review & explanation of your retirement plan (with adjustments) including various life and financial scenarios
• Implementation of the retirement income plan and Investment Policy Statement
• 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 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 accomplish your financial and retirement goals & dreams. See why we're different than other financial advisor "professionals", and you'll see the choice is clear.

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