Retirement Income for Life Blueprint
Avoid Running Out of Money and Create the Income You Need, To Live the Way You Want!
You will discover exactly:
- How much money you’re on track to have for retirement
- Whether that’s enough money to cover your desired lifestyle and expected lifespan
- What happens to your plan depending on which spouse outlives the other
- And most importantly… HOW to make sure you’re on track to have all the money you and your spouse need and MORE for a more enjoyable and abundant retirement.
This powerful tool can eliminate the #1 concern faced by Americans today ...and it can be yours when you schedule a free 15-minute consultation.
What is the Retirement Income
for Life Blueprint?
A clear, personalized plan designed to help you create income you can’t outlive ...so you can stop guessing, stop stressing, and start enjoying the retirement you've worked for.
It’s part of our signature retirement income planning process that answers the questions most people are afraid to ask out loud:
“Can we live the retirement we want… and never run out of money?”
Your blueprint is a written, personalized income strategy that maps out how your retirement income will work using a combination of income sources, tax strategy, and protection planning.
This is not a generic model. This is not a "rule of thumb."
This blueprint is built around your numbers, your goals,
your timeline, and your life!
What This Blueprint Helps You Do
The biggest retirement risk isn’t inflation.
It’s running out of income.
A personalized Retirement Income for Life Blueprint helps you:
- Create retirement income you can’t outlive
- Turn confusion into clarity
- Reduce taxes (without guessing)
- Protect your lifestyle from market downturns
- Make confident decisions
Most people spend decades saving, but when retirement gets close, the real question becomes: How do you turn your nest egg into a paycheck… without burning through it?
And here’s the hard truth:
A portfolio is not a plan.
A portfolio tells you what you own. A plan tells you what you can spend... and whether your income can last for the rest of your life.
Who needs a Retirement Income for Life Blueprint?
This is for people who are:
- 5–10 years from retirement and want to get it right the first time
- Newly retired and unsure if they’re withdrawing the “right” way
- Sitting on savings and thinking: “We should feel more secure than we do.”
- Nervous about market volatility, inflation, and healthcare costs
- Responsible, successful, and tired of uncertainty
If you’ve built a good life… you deserve a retirement strategy that supports it.
Author, Entrepreneur & Financial Coach
What's Included in Your Retirement Income for Life Blueprint?
While every plan is customized, most blueprints include:
1) Income Strategy Design
A clear breakdown of your income sources (Social Security, pensions, investments, annuities, etc.) and how they work together.
2) Retirement Paycheck Plan
How you’ll replace your working income with retirement income—designed for consistency and confidence.
3) Withdrawal Sequencing (The “Which Account First?” Plan)
A strategy for how to pull income from taxable, tax-deferred, and tax-free accounts—so you don’t accidentally overpay taxes.
4) Tax Mitigation Planning
We identify opportunities to reduce lifetime taxes through coordination and proactive planning.
5) Market Risk & Protection Planning
A plan to reduce the chance that a downturn derails your lifestyle—especially in the critical early years of retirement.
6) Longevity Planning
A plan that assumes you may live longer than expected—and still supports your goals.
7) A Clear “What Now?” Action Plan
Not a pile of charts. A step-by-step plan you can follow.