BUILD YOUR OWN INCOME PLAN
Resources
Not ready for a call yet? Explore our do-it-yourself resources and start building your retirement plan on your own, at your own pace.
Free Resources
DIGITAL GUIDES
Explore our retirement planning guides for clear information on retirement income, taxes, and the decisions that shape your future. Download them and read at your own pace, with no appointment required.
The Expedition Guide to Retirement: 8 Steps to Modern Wealth
Retirement today involves much more than building a portfolio. This comprehensive guide walks through eight key areas of modern retirement planning, including defining your retirement vision, creating income, managing investments, protecting your family and wealth, evaluating retirement readiness, and coordinating taxes, healthcare, estate planning, and long-term financial decisions.
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Who it’s for:
People preparing for retirement or already navigating its early stages
Individuals looking to coordinate their income, investments, taxes, healthcare, and lifestyle into one clear strategy
Those who want to feel more prepared for the financial and personal decisions that come with retirement
What you’ll learn:
How to define your retirement vision and determine whether you’re ready
How to coordinate income sources, investments, taxes, healthcare, and spending
How to protect your wealth, family, and future while adapting your strategy over time
Your Complete Guide to Retirement Income
Where will your income come from when the paycheck stops? This guide helps you think through the cost of retirement, potential income sources such as Social Security, pensions, business or real estate income, and the role your investment portfolio can play in creating a sustainable retirement income strategy.
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Who it’s for:
Those approaching retirement who want more certainty around their income
Retirees who want to stress test their current financial plan
Anyone seeking greater clarity around taxes, risk, and long-term income
What you’ll learn:
How to estimate your retirement costs and create sustainable income
How taxes, inflation, and withdrawals can impact your retirement
How to structure your investments to support your lifestyle and long-term goals
Portfolio Recovery Strategy
Market volatility can challenge even the most experienced investor. This guide explores strategies for evaluating your portfolio, managing risk, improving asset allocation, and making informed decisions during uncertain markets, with an emphasis on maintaining perspective and building a long-term financial strategy designed around your goals.
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Your Wealth, Re-Imagined
Wealth management should go beyond investments alone. This guide explores a more comprehensive approach to managing wealth, including tax strategies, portfolio optimization, income planning, risk management, estate planning coordination, and the value of an independent fiduciary relationship built around your individual goals and evolving financial needs.
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Investing for Today’s Woman
Financial planning should reflect your life, priorities, and vision for the future. Designed specifically for women, this guide explores investing, financial independence, longevity, lifestyle, legacy planning, and the importance of building a personalized financial strategy that provides greater clarity and confidence when making important financial decisions.
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Who it’s for:
Women planning for long-term financial security and independence
Those navigating retirement, divorce, inheritance, or business growth
Women who want their wealth aligned with their values and priorities
What you’ll learn:
How to plan for longevity, sustainable income, and financial independence
Key questions to ask when choosing a financial advisor
How to align your investment strategy with your lifestyle, values, and long-term goals
Guide Access
DOWNLOAD ALL FIVE GUIDES
A few quick questions, then the guides are yours.
Planning Tools
TEST YOUR NUMBERS IN MINUTES. SEE WHERE YOU ACTUALLY STAND BEFORE YOU EVER PICK UP THE PHONE.
ROTH READY CALCULATOR
See whether a Roth conversion belongs in your plan — a short quiz, straight answers.
TAX ANALYSIS CALCULATOR
Run your numbers and see what retirement taxes actually look like for you.
Our Events
JOIN OUR RETIREMENT WEALTH ACADEMY
Learn live at the Retirement Wealth Academy — in-person workshops for ages 55+ covering the five key elements of a successful retirement: income, taxes, investments, health care, and legacy. Straight answers, no sales pitch.
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Thursday, September 10th
6:00pm to 8:00pm
FSW Lee Campus, 8099 College Pkwy,
Fort Myers FL -
Thursday, September 17th
6:00pm to 8:00pm
FSW Lee Campus, 8099 College Pkwy,
Fort Myers FL
WANT THE FULL EXPERIENCE?
Explore everything at MyIncomePlan.com — or when you’re ready, book a conversation with our team.