(614)515-4322

RETIREMENT INCOME SHORTFALL ANALYSIS

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.

REQUEST YOUR COMPLIMENTARY REPORT






  COMPLIMENTARY OFFER

  NO OBLIGATION

  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?
REQUEST YOUR COMPLIMENTARY REPORT

or call (614)515-4322

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



REQUEST YOUR COMPLIMENTARY REPORT

or call (614)515-4322

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?

Jason Parrish, CRPC®, President, Wealth Advisor, 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.

REQUEST YOUR FREE CONSULTATION »



Who Provides the Complimentary Analysis?

Jason Parrish, CRPC®
President, Wealth Advisor, ClearVision Planning
(614)515-4322 | info@clearvisionplanning.com

At an early age, Jason’s father inspired him to pursue a career where he could really help people. His father was an Optometrist in Westerville for 30+ years and when he asked his father why he wanted to be an Eye Doctor. His response was simple, "because I knew that I wanted to help people and being an optometrist allowed me to help people see". This talk with his father was a defining moment in his life and has been a foundation for Jason in pursuing a career that always allowed him to strive to help people.

Jason started ClearVision Planning out of his passion for helping people. His mission is to help people see the benefits of creating a holistic financial plan and deliver clear solutions to help clients reach their financial goals. With 19 years of planning experience, Jason assists clients implement proven wealth strategies designed to lower their tax burden, increase wealth, and realize income for life.

Prior to creating his firm, Jason was an independent financial consultant providing planning and education services to hundreds of participants at public and non-public companies around the U.S. that offer retirement plans, such as 401(k)’s. He has helped many individuals see the benefits of being proactive with their planning and how it can have a significantly impact on their life and their family’s lives.

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

REQUEST YOUR COMPLIMENTARY REPORT

Disclosure

Projections and information in the report regarding potential outcomes are hypothetical and are not intended to reflect actual results nor guarantee future results. Results may be more or less favorable due to uncontrollable future data such as investment returns, inflation rates, tax rates, and product expenses. The content of the report is not intended to provide legal, tax, or accounting advice. Please consult your tax advisor for specific tax advice.

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or replicate its previous historical performance.

OH Lic.# 630666

Contact Us

ClearVision Planning
670 Meridian Way Suite 108
Westerville, OH 43082

Ph: (614)515-4322
Em: info@clearvisionplanning.com
http://www.clearvisionplanning.com