For pre-retirees aged 55 to 65 with $250,000 or more set aside for retirement
Leave one 30-minute call knowing the exact monthly income your savings can guarantee for life
You will see your guaranteed monthly income number before the call ends. Free, no obligation, and nothing is sold on this call.
30 minutes. In writing. If your current plan already does the job, we will tell you.
A balance is not a plan
You have saved for thirty years. No unusual debt. A statement that looks like a serious amount of money. And you still cannot answer the one question that matters: what will it actually pay you, every month, for the rest of your life?
So you do what everybody does. You check the balance more than you should. You run the arithmetic in the car on the way home and it never quite resolves, because the missing variables are how long you will live and what the market does in between.
A bad market at 45 recovers. At 62, drawing income out of a falling portfolio does damage the plan never fully repairs. You cannot choose which market you retire into. You can choose how much of your income depends on it.
The Protected Paycheck Method
Turning a balance into a paycheck, in three steps
Income Floor Mapping
We work out the minimum monthly figure your household must have landing in the account for the rest of your lives, regardless of what markets do. Social Security and any pension go in first. The gap left over is the number the plan has to solve.
Protected Growth Reallocation
Only the portion of your savings needed to cover that gap gets repositioned into protected-growth structures. The rest stays exactly where it is, invested for growth and under your control.
Legacy Layering
Whatever is not needed for income gets structured so it passes efficiently to the next generation. The piece nearly everyone else treats as an afterthought.
You will leave a 30-minute call knowing the exact monthly income your savings can guarantee for life, in writing, with nothing sold to you on that call.
One job for 35 years: getting your money working as hard as you did
Jason Siebert works with pre-retirees and retirees who are tired of watching a number on a screen decide whether they can afford to retire. The practice behind him has spent 35 years on one mission: helping people secure their retirement. Calls are private, virtual and 30 minutes. No seminar, no dinner, no room full of strangers.
Here is the offer, in full
- 30 minutes on the phone. That is the whole commitment.
- You see your guaranteed monthly income number before the call ends, and you receive it in writing.
- Free, no obligation, and nothing is sold on this call.
- You will never be asked to move a dollar on a first conversation.
- If your current plan already does the job, we will tell you plainly, and the analysis is yours to keep.
Stop checking the balance. Start knowing your number.
Answer a few short questions so Jason can prepare for your situation, then pick a time that works for you.
Jason takes five of these calls a day. Pick a time that works this week.