The Savvy Investor Retirement Summary
See the complete retirement picture in one summary
Are You Ready For Retirement?
Retirement planning is no cake-walk. It takes work to put together a plan that can support you for the rest of your life. If you want a plan that is built to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass, then we invite you to get your own Savvy Investor Retirement Summary. In five steps, you can get prepared for the rest of your life.
Step 1
Fill out the Savvy Intake form and schedule a quick 15 min call. We need context before we can put together your Savvy Investor Retirement Summary.
Step 2
Once completed, we schedule a time to review your Savvy Investor Retirement Summary with an advisor who specializes in growing and protecting your wealth.
Step 3
Take your Savvy Investor Retirement Summary home and decide if you want to proceed with it or not. The process up to this point is free.
Step 4
If you decide to proceed as a Savvy Investor, we will schedule a few meetings to discuss in detail your investments, income, taxes, legacy, and more to complete your plan.
Step 5
Once you have completed your plan and become a Savvy Investor with Prostatis, you will receive annual reviews and continual support for the rest of your life.
Frequently Asked Questions
Is The Savvy Investor Retirement Summary Free?
Yes. It does not cost anything to see your summary. Once you receive your summary, you will be asked to take it home, review it, and decide if you want to proceed with Prostatis and become a Savvy Investor or not.
What Will I Get From The Savvy Investor Retirement Summary?
The Savvy Investor Retirement Summary is a review of your investments, risk, Social Security benefits, pensions, tax minimization, estate plan, and more.
It is intended to be a complete review of your entire retirement.
Are The Financial Advisors At Prostatis Fiduciaries?
Yes. Our advisors are fiduciaries and operate with the highest standards, putting your interests first.
Is There A Minimum To Work With Prostatis?
To receive your Savvy Investor Retirement Summary, and to work with Prostatis, you must have at least $250,000 of investable assets.
This includes but is not limited to your 401k, IRAs, Savings, Brokerage Accounts, Life Insurance, and more.
Can I Work With Prostatis If I Live In A Different State?
Yes. All meetings will be done over the phone or via Zoom.
Ready For Retirement?
Request Your Savvy Investor Retirement Summary Today!
Schedule A 15 Min Call Today
It only takes 15 min to connect with Prostatis and determine how to proceed with your retirement.
Don't forget to request the Savvy Investor Retirement Summary!
Request the Savvy Investor Retirement Summary and see what it would look like if you were able to grow, protect, and distribute your wealth in the most tax-efficient manner while alive and after you pass. In five steps, you can get prepared for the rest of your life!
- 1) The Intake (Gather Your Info)
- 2) The Summary (Show Your Future)
- 3) The Review (Take Home And Review)
- 4) The Decision (Determine How To Proceed)
- 5) The Savvy Life (Enjoy Your Retirement)
