Grab A Free Retirement Income Review With Our Team
What You'll Get
On this free call, we’ll discuss your current retirement income strategy and compare it to all the available options to make sure you've choses the right course of action for your situation.
All for free. From a Fiduciary, Fee Based Financial Advisor who will put your interests first.
Potential Things We'll Cover:
- Income Strategies: We'll discuss the many options you have to take income in retirement and help you decide which method makes the most sense for you.
- Fees: How are your fees structured within your accounts? Including account fees, investment fees, hidden fees and advisory fees. We want you to have complete transparency on how your accounts are being charged.
- Are You Ready to Retire? We'll help you figure out the best time to retire and when it makes the most sense to pull the trigger (or review your current plan to make sure it's set up correctly).
- Advanced Planning Strategies: We'll audit your plan to make sure you're taking advantage of advanced planning strategies like: tactical rebalancing, tax loss harvesting, medical plans, income & taxes, withdrawal strategies, and more.
Pick Your Time Below
Frequently Asked Questions
The Free Retirement Income Review is a comprehensive assessment of your current retirement income strategy. Our team of experienced Fiduciary, Fee-Based Financial Advisors will evaluate your strategy, comparing it to all available options. The aim is to ensure you’ve selected the best course of action tailored for your unique situation. This consultation is completely free, with no obligations.
At Ironwood Financial, we believe in establishing trust and showcasing our expertise upfront. Offering a free consultation allows potential clients to experience our quality service and expertise without any initial financial commitment. It’s an opportunity for us to demonstrate our value and for you to assess if we’re the right fit for your financial planning needs.
We pride ourselves on being Fiduciary, Fee-Based Financial Advisors. This means that we’re committed to acting in your best interest, always. Unlike some advisors who might receive commissions for promoting specific products, our fee-based model ensures our advice is unbiased and centered on your unique financial goals and situation.
The review typically lasts between 45 minutes to 2 hours depending on your needs and the complication of your situation. This allows us enough time to understand your current retirement strategy, discuss potential improvements, and answer any questions you might have.
Whether you’ve already entered retirement or are on the cusp, it’s never too late to review and optimize your retirement strategy. Our team can help assess your current plan, offer insights on improving income streams, reduce potential fees, and ensure you’re leveraging advanced planning tactics to maximize your financial security.
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.