The Ironwood Difference:

A free retirement process to give you the confidence and clarity to retire when you want, how you want, and with the income and lifestyle you truly desire.

Retiring isn’t an easy decision.

The decisions you make today can affect you the rest of your life and that can’t be left to chance.

Every single day we meet with people who don’t know where they’re headed, what strategies really work, and are in fear for their future because they become overwhelmed.

That’s why we’ve created a process for you to finally get the most important element needed to be confident in your investments and retirement…

It's Time To Get CLARITY

Before you retire it’s important that you go through a process focused solely on giving you clarity on your situation and your ability to retire, that educates you on what’s possible and what isn’t, and most importantly focuses on helping you envision your lifestyle and future by truly understanding what matters to you.

Financial plans often sit on the shelf and collect dust because they weren’t built around your values.  That’s why we created the Ironwood Difference.  It’s a step by step process to take you from what you want and what you value, to creating an retirement plan that supports those goals.

Regardless of what your vision for retirement looks like, it’s time to get the education and information you need to make a wise decision for your future because there’s so much at stake!

We’re here to help you see what’s possible without the scare tactics, commissions and other conflicts of interest that muddy the waters and push you into directions you don’t really want to go. 

A process that puts you first.

Ready to Gain Clarity With Our Free Planning Process?

as Fiduciary financial advisors we're here to help

If you qualify, we’ll walk you through a systematic planning process that will find out what really matters in your life and future so your plan can reflect that, educate you on what it takes to retire, help you create a retirement plan that fits your unique situation and values, and finally, gives you confidence in your future.

What You'll Get:

  • A complete discovery process to find out your goals, your dreams, your fears, and what you envision for your future. This is the most important first step if you truly want clarity.
  • A step by step strategy for retiring when you want and how you want.
  • The special technique we use to help clients stress test their portfolios and investments against risks, downturns, and more.
  • A plan that addresses the 7 biggest risks you’ll be facing and many others we haven’t covered in our webinars and trainings.
  • How to be up to 99% confident in your retirement plan and know it’s on track for success.
  • Our top 3 strategies for minimizing fees and other hidden costs to help you keep more of what you earn.
  • A complete review of the 8 key topics that must be addressed to make sure you aren’t missing or overlooking key challenges in retirement.
  • A simple analysis trick we use to find hidden opportunities to increase your income without investing differently or taking more risk.
  • A complete future tax exposure analysis focused on what can happen in retirement if tax rates go up or down (something that needs to be covered in every financial plan).

Our Planning Process:

The Discovery Call

This is where we learn about your situation, what your vision for retirement is, what challenges you’re facing, opportunities you want to capture and what it’s going to look like as we go through this process.

Education — Investment History and Theory

We educate you on modern investment theory and it’s performance over time and help you get clarity on many different investment styles so you can find the path right for your situation.

Education — The Truth About Fees, Securities and Income Strategies

We educate you on the different investment types, how fees work in different investment vehicles, and show you the different ways you can take money out of your portfolio.

Modeling — Your Plan

We start mapping out your unique situation and show you step by step how life events can alter and change your retirement plan, what your retirement may look like, and start showing you options that you need to consider to achieve your goals.

Final Plan Delivery

In our last and final step we deliver our complete analysis to you and give you our recommendations for your implementation.

Why do we do this for free?

One of the most important values we believe in is integrity. And integrity demands that we point you in the right direction no matter if it’s working with us or not.

That’s why we believe this process is so important.

By going through the initial phases you’ll gain a level of clarity that is often missing in many retirees financial lives and you’ll leave educated on what’s really working and what to look out for.

That’s why we don’t believe in charging a fee for this process and instead want to prove our worth with your experience and the value we bring to the table.

We believe that after you see us in action, you may want our help in implementing the strategies we help you map out.

That’s why we do this. It’s our way of showing value first and earning the right to be your advisor.​

But there is a catch...

We can’t help everyone.

There are some qualifications you’ll need to meet— the biggest being that you have a portfolio size and net worth for this planning session to make sense.  Meaning, you have a liquid net worth over $250,000, are nearing retirement, or you’re already retired.

That’s our specialty and we aren’t equipped to help everyone.  But if you meet those qualifications and the whole process sounds fair, then get on a first call with us and we’ll see if we can help.

Here’s How It Works:

To get started, all you have to do is hit the button below. A form will come up for you to enter your information to get the process rolling.

We’ll let you schedule a call and then send you to a survey page to tell us more about your situation.

After the survey is filled out and you book your time: We’ll get on a call with you and talk about your vision, hopes, and dreams and really dive deep into what you’re trying to accomplish and see if this process makes sense for your situation.

So get started now and we look forward to meeting you soon!

Start Today!

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Ironwood Financial, LLC), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Ironwood Financial, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Ironwood Financial, LLC is neither a law firm nor a certified public accounting firm and no portion of the newsletter content should be construed as legal or accounting advice. If you are a Ironwood Financial, LLC client, please remember to contact Ironwood Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Ironwood Financial, LLC’s current written disclosure statement discussing our advisory services and fees is available upon request.