PlanVault

For retirees & near-retirees 60+ with $1M+ in savings who want income and certainty, not more market risk

Step 1 / 4

Are you interested in seeing, in writing, the reliable lifetime income your savings could really pay you, without taking more market risk?

Most advice at this stage is about growing a bigger pile. This is the different job, turning the pile you already have into a paycheck.

If no, STOP AND LEAVE THIS PAGE

4 quick questions. About 60 seconds.

PlanVault

For retirees & near-retirees 60+ with $1M+ in savings who want income and certainty, not more market risk

Step 2 / 4

What is your goal for your retirement savings?

There is no wrong answer. This tells us what your written plan should lead with.

PlanVault

For retirees & near-retirees 60+ with $1M+ in savings who want income and certainty, not more market risk

Step 3 / 4

Imagine a written plan that shows the income your money is set up to produce today, the market risk you can safely let go of, and the tax you're quietly overpaying. The same savings, working harder and worrying you less.

Roughly how much do you have in retirement or investable savings?

Count retirement accounts and investable savings, including IRAs and 401(k)s. Do not count your home or a business you have not sold.

PlanVault

For retirees & near-retirees 60+ with $1M+ in savings who want income and certainty, not more market risk

Step 4 / 4

Last question. Can these savings be moved or restructured if your plan called for it?

Your plan only works if your savings can actually be repositioned, not locked in something you can't touch. If most of it is locked, this isn't the right fit.

PlanVault

Congratulations. Want to see, in writing, the reliable lifetime income your savings could really pay you?

Last step. Pick a time below and we will build your Written Income Plan together. 👇

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What your Written Income Plan shows you

✅The exact income your current portfolio is really set up to produce, and the market risk it is taking to do it.

✅The reliable version. How much lifetime income the same money can lock in, and how little of it that actually takes.

✅Where your setup is quietly overpaying tax across retirement, and the moves, with dates, that fix it.

✅The written plan itself. One page you keep, free, even if we never work together.

Your call is with Greg Taylor or Brent Ries. If a plan is not the right fit for you, they will tell you on the call.

PlanVault

This one isn't the right fit, and that's okay.

The Written Income Plan is built for people at or near retirement with savings they can actually reposition. Based on your answers, it wouldn't do right by you today.

We'd rather tell you that plainly than put you on a call that wastes your time.

If your situation changes, whether you cross into retirement or your savings become movable, you're welcome to come back and start again. We'll be here.