8 Step Retirement Game Plan

It takes a process to build the right plan...

Four Meetings, 8 Steps

icon-discovery

Discovery

We seek to understand who you are, what you’re currently doing and your financial goals. This can be done over the phone or in person.

icon-anallyze

Analysis/Education

We reveal the analysis of your portfolio, its ability to accomplish your goals and discuss areas for improvement.

icon-solutions

Solutions

We discuss investment options, spell out which we believe make the most sense for you and educate you on the pros and cons.

icon-implementation

Implementation

We finalize the plan and get your money working to accomplish your goals.

The 8 Steps to a comprehensive analysis

We offer a complimentary financial consultation and second opinion for those who qualify.

In our process you will be provided with:

  1. Portfolio/ Risk review
  2. Fee analysis
  3. Tax review (Provided by US Tax Centers NW)
  4. Retirement Income Plan
  5. Social Security Analyzer Report
  6. A Life Insurance and Long Term Care Analysis
  7. Estate Planning Consultation (Provided by attorney, Bob Kabacy)
  8. A free copy of Jeff Dixson’s book “Winning the Retirement Game

 

Request Now

Please enter your name.
Please enter a valid phone number.
Please enter a message.

*Must have saved at least $100,000 for retirement

*Suggested to be 55 years or older

*Requests subject to advisor approval

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

One or more of the following persons of NWFTS; Jeff Dixson, David Topper, Dustin Martin and Jason Lambert, are licensed to discuss and offer securities or advisory services through Madison Avenue Securities, LLC (MAS) to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, MT, NM, NV, OH, OR, SD,IA,ID,IL,IN,MN,TN,TX,UT and WA. Jeff Dixson, Dustin Martin, David Topper and Jason Lambert offer securities and advisory services through (MAS), a registered broker/dealer and a registered investment advisor, member FINRA/SIPC. MAS and Northwest Financial and Tax Solutions are not affiliated entities. Insurance company guarantees are based on the claims paying ability of the issuing insurance company.