Our clients have gained benefit from our RETIREMENT BLUEPRINT service.


We offer this special service that includes:


  • “From Puzzle to Blueprint Scorecard”:  questions about your retirement that no one has asked you about, yet!


  • A Portfolio Diagnostic


  • A Product Allocation Analysis: 


  • A Personal Financial Plan that is based on our licensed software:


  • An Old Age Security Clawback analysis:


  • A Probate Fee analysis:


  • A Powers of Attorney discussion:


  • A Nursing Home Insurance discussion:


  • Will Planning Workbook provided for your review and completion:






Ted Wernham
Ted Wernham
Ranked # 1 in London by MDRT, the Premier Association of Financial Professionals. retirement income manager, Host Retirement Ready! Radio on AM1290 Ted Wernham