A Valuable Retirement Report

My Retirement Report is designed to help you discover what's working and not working for you in retirement and provide valuable solutions to make it better. A report will be sent to you when you complete the assessment. You can use the report to see where improvements can be made to give you a more productive outcome. A good retirement should operate like a sailboat. If your retirement is assembled correctly and set up to work efficiently, it should provide you predictable income for your entire retirement and create the stability you need to weather any financial storm. If your retirement is not engineered well or is not optimized, your retirement could capsize and sink. At Sail Through Retirement, we teach that the five parts of their retirement help it sail safely and dependably. The helm represents the captain of your retirement. This can be a single person, or a team effort for joint retirements. The leadership should know what they want their retirement to produce for income and reverse engineer its successful arrival. The mainsail of the sailboat represents the guaranteed income you want to have coming in year-after-year. This income supports your bills and lifestyle. If the income is guaranteed and the right amount, your retirement will always have forward thrust. The headsail of the sailboat represents your investments that are not guaranteed. Your investments should increase your net worth and provide extra spending capability (thrust) to the sailboat. Every retirement has some insurance, how much varies widely. Your insurances are represented by the keel of the sailboat. It is designed to keep the boat from capsizing. While the keel can add extra drag, slowing the sailboat down, it keeps you sailboat upright even in rough seas. The hull of your sailboat represents your monthly or annual expenses. Your hull should be designed in the right proportions to the sails and keel. When the hull is too big, or too heavy, not matter how much wind hits the sails, your sailboat will fail to produce the thrust needed to sail smoothly. Sail Through Retirement’s My Retirement Report Assessment is designed to help you engineer a safe, and dependable sailboat that will sail safely and reliably in any seas. When you are done with the assessment, we will send you a report showing you the strengths and weaknesses of your retirement and offer valuable suggestions on how to improve your retirement outcome based on your input. Enjoy the assessment.