Revenue Sourcing
Revenue Sourcing is a retirement planning strategy developed for today’s unique economic environment.
- The Revenue Sourcing system uses a two bucket approach consisting of a "Stable Assets Bucket" used to identify & lock in future retirement revenues & an "Inflationary Asset Bucket" used to protect those revenues from future inflation & its erosion of purchasing power over time.
- Traditional Wall Street advice uses a one bucket, buy & hold approach comprised of Stocks, Bonds, ETFs & Mutual Funds which hurt retirees during the deflationary periods of economic cycles like we experienced from 2000-2012, and are experiencing again in 2022-2023.
At the present time there is no better model to preserve and protect your retirement from the ravages of deflation and inflation. Revenue Sourcing is the retirement strategy designed to achieve a comfortable, stress free lifestyle no matter which direction the stock market, inflation, taxes or interest rates are headed.
YOUR OWN SOCIAL SECURITY MAXIMIZATION ANALYSIS
The first step is to do a Social Security Maximization Analysis. To prepare your Social Security maximization report, we need a copy of your Social Security earnings statement. This statement contains no personal information. Your Social Security analysis will examine all the different Social Security collection options for your specific situation and show you the best filing strategy to maximize your lifetime Social Security benefits.
PERSONALIZED FEE & DRAW-DOWN ANALYSIS
The second step is to do a Fee & Draw-Down Analysis. In this analysis, you will see the hidden level of fees you are paying to investment companies & financial professionals. You will also see the historical 12 month draw-down of your portfolio. In other words, you will see the worst year your existing investments have experienced.
YOUR OWN REVENUE SOURCING INCOME MAP
The third step is to prepare your Revenue Sourcing Map. The Revenue Sourcing Map will incorporate Social Security maximization numbers, pension numbers, earned income, business income, and the income needed from investments to reach your retirement income goals.
YOUR OWN REVENUE SOURCING ASSET ALLOCATION MAP
The next step is to prepare your Revenue Sourcing Allocation Map. The Revenue Sourcing allocation model will show you how much money needs to be allocated into a safe and stable vehicle in order to reach your retirement income goals. The balance of your assets can be reserved to be used as an inflation hedge to protect against the inevitable future effect of inflation on your money.
YOUR OWN IRA / 401(k) TAX ANALYSIS REPORT
This report valued at $495, will help you identify tax savings opportunities within your IRA, 401(k), 403(b) or 457(b) accounts and assist you in determining if you can effectively “Divorce yourself from the IRS” to shield your retirement accounts from future taxation.
No confidential information is required to prepare these reports for you!