Shaun Hurley

Retire Confident....

Let's review your Evaluation and Recommendations!

STEP 1: A short orientation from Bruce

Please watch this video first to learn about this page and how to navigate it.

LATEST UPDATE and INTRODUCTION from Bruce:

STEP 2: Your Retirement Roadmap findings

Let's go back and review why we are even having this conversation.

Think of the Retirement Roadmap as a "stress-test" of your Retirement Portfolio. What is working, and what are your liabilities? These are the videos we saw earlier, which pointed the way to "What are we trying to SOLVE?".

VIDEO #1: Essentials: This video takes the basic inputs from the data you provided and simply asks, 'What does your current situation look like?"

VIDEO #2 Changing Up Variables and Outcomes: Here's where we look at the potential of adverse circumstances and how they could change your outlook. Where are your red lines that could cause you to have to change you plans and downsize your lifestyle, once you have already retired?

RETIREMENT ROADMAP VIDEO #1 - Essentials

RETIREMENT ROADMAP VIDEO #2
Changing Up Variables and Outcomes

STEP 3: Recommendations.

How do my recommended solutions change your potential outcomes?