Our "RETIREMENT BLUEPRINT" service

 

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
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  • 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