How Would You Rate Your Retirement Plan?

Get your Retirement Success ScoreTM with our complimentary analysis and see if you're on track or end up with an income shortfall.




  100% SECURE

Are You Worried About Not Having Enough Money in Retirement?

  • Are you trying to recoup your losses and chasing returns?
  • Do you know how to best turn your assets into income?
  • Are your savings accounts all over the place?
  • Do you feel like you have no control over retirement?
  • Is there a lack of confidence in your current plan?
  • Are you scared of looking like a failure?

or call (888)543-3776

A Quick and Easy Way to Assess Your Current Plan

Request Your Analysis

Fill in your information and complete the form to express your interest

Meet with Us

We'll schedule a time to meet and review your retirement goals

Review Your Score

Access your report and view current and recommended scenarios


or call (888)543-3776

Why You Need an Analysis Report

Imagine how your outlook would change if you were able to FORECAST how your retirement would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed? Would you have more hope? Would you be more confident and optimistic about your retirement?

Sample Agent, Wealth Coach, has created an analysis report that can do just that. We call it the Retirement Income Shortfall AnalysisTM and it's the most efficient, effective, and inexpensive way for you to know the probability rate of whether your retirement is going to be a success - or failure.

People planning for retirement are slowly realizing that they may end up with an income shortfall. This is where the amount of income you desire outpaces the amount of money you have saved.

And why is that? It's because we've been conditioned by Wall Street and the big banking companies to focus on growing our assets as much as possible and strive to obtain the highest rate of return.

Unfortunately, this advice never takes into account how these assets will be turned into income and has also left many of us exposed to the four key retirement risks: (1) longevity, (2) stock market, (3) income taxes, and (4) inflation.

We believe the only way to ensure a successful retirement is through an income plan that protects your money from the four key risks.

And The Retirement Income Shortfall AnalysisTM is the first step in creating that retirement income plan.

This report analyzes your current retirement plan and generates a retirement success scoreTM based off of the probability for success. And if the report deems your current scenario as unsustainable, it'll show you ways to enhance your score by offering advanced product and strategy recommendations.

Our clients have peace of mind as they head into retirement because they finally have a plan with predictability and protection at its core.

Request your complimentary analysis report today!

What's Included in the Analysis?

Your Retirement Income Shortfall AnalysisTM provides a rating from 1%-100% scoring your probability of success in retirement. Savings accounts are forecasted to show how they'll work together to provide you with income and recommendations are made to enhance your success score.

Here's What You Get in the Report:

  Your Retirement Success ScoreTM

  Yearly breakdown of account withdrawals

  Notification system of income shortfall

  Recommendations to enhance score

Schedule A Time to Review Your Results!

To take a closer look at your retirement plan and the potential tax landmines to be aware of, schedule a time to meet with me.


Who Provides the Complimentary Analysis?

Sample Agent
Wealth Coach, LifePro Financial Services.
(888)543-3776 |

As an independent financial professional and an active member of the community, Sample Agent is dedicated to helping individuals, families, and businesses attain peace of mind and financial freedom.

For years, they studied the characteristics of wealth accumulation vehicles and has come to the conclusion that there is an underlying commonality among the individuals who are best positioned for financial success. All of these individuals have been educated on the financial principles of how to grow, protect, and transfer wealth.

Frequently Asked Questions

How much is the cost?
Nothing! This is a complimentary analysis of your current retirement income plan. It's a complimentary service we provide to all prospective clients.

What information do you need from me?
The report includes information on your Social Security benefits and other savings accounts. We'll need to collect the latest statements and documents for the report to be as accurate as possible.

What if I already work with an advisor?
Not a problem! This is merely a second opinion on your retirement income plan. Keep in mind, product and strategy recommendations will be made within the report, but you'll have the freedom to decide what you'd like to do next.

Does this affect my current plan?
Not at all! This is simply a snapshot of the current state of your plan. Accounts and other factors are not affected.

What is the process?
The first thing you need to do is request the complimentary analysis by filling out the form on this page. Once that's submitted, our team will reach out to you to schedule an appointment. We'll meet with you either virtually or one-on-one and discuss your retirement goals. We'll also collect the necessary information at that time. After that, the report will be generated and we'll schedule a follow-up to present to you your custom report.

How long does it take to get my report?
The timeline depends on your availability, but the overall analysis review typically takes between 1-2 weeks.

Receive Your Complimentary Retirement Income Shortfall Analysis