Discover Your Personalized Retirement Spending Plan 

Wondering what your retirement lifestyle could look like? With just a few details, we’ll create your personalized Sustainable Retirement Spending Snapshot — a clear, visual summary of how much you can spend each month in retirement without running out too soon.

Our free Spending Snapshot helps you discover that number. Based on your savings, income, and future goals, it gives you a clear picture of what your retirement spending could look like—so you can move forward with confidence and clarity.

Don’t guess—know. 

Get your free personalized spending snapshot today and learn how much you can spend in retirement.

✅ What You’ll Need

To get started, you’ll answer a few quick questions about:

• Your age and expected retirement date

• Estimates of your investment and retirement account balances

• Social Security and other income sources (if applicable)

• Your general investment style

🕒 What to Expect

1. Submit the form below (it takes less than 2 minutes)

2. We’ll review your info manually and run the numbers using our retirement planning tools

3. Within 2–3 business days, you’ll receive your snapshot by email — complete with guardrails, spending insights, and suggested next steps

🔍 What You'll Get

Before you start, want to know what the final snapshot looks like?

Take a look at a real-life example of the Sustainable Retirement Spending Snapshot we’ll prepare for you:

👉 Click here to preview a sample snapshot

This sample includes:

• Your estimated monthly sustainable spending

• Spending guardrails that adjust for market conditions

• Visuals showing how your plan adapts over time

• Personalized insights based on your financial position

📈 See How Far You’ve Come — and What’s Next

The Spending Snapshot helps you answer one of the most important questions in retirement: “Am I really ready?”

We’ll use your current financial inputs to show:

• Whether you’re financially prepared to retire
• How your savings, Social Security, and other income sources stack up
• Where your plan is strong—and where to be more intentional
• How flexible your spending can be based on market performance

This is a practical, personalized way to check your progress and make informed decisions about your future.

🔒Your information is secure and confidential.

We’ll never sell or share your data.

🎁 Bonus

You’ll also have the option to schedule a complimentary 15-minute call to review your results and ask questions.

The Problem: Balancing Spending and Security in Retirement

Retirement should be a time of freedom and fulfillment, but one of retirees' biggest financial challenges is knowing how much they can safely spend. Spend too much, and you risk running out of money too soon. Spend too little, and you may miss the life you’ve worked so hard to enjoy.

Without a clear plan, it’s easy to fall into one of these two traps:

✅ Overspending – Draining your savings too quickly, leaving you financially vulnerable later in life.

✅ Underspending – Being too cautious and sacrificing the experiences and enjoyment you could afford.

The key to peace of mind in retirement is finding the right balance—ensuring your income lasts while allowing you to fully enjoy the years ahead. That’s why knowing exactly how much you can sustainably spend is crucial.

Our complimentary spending snapshot helps you navigate this challenge with confidence. We’ll help you develop a clear, tax-efficient income plan to retire comfortably and securely, without second-guessing your financial future.

See What Your Numbers Reveal

The Solution

Retire with Confidence and a Plan You Can Count On

Turn Your Savings into Steady, Tax-Efficient Income with Our Complimentary Spending Snapshot—So You Can Focus on Enjoying Retirement. Here’s how:

1. Know How Much You Can Comfortably Spend: Avoid the pitfalls of overspending or underspending with a clear understanding of what you can sustainably spend for a fulfilling retirement.
2. Stay on Track, No Matter What: Receive proactive, personalized guidance to adjust your spending as life or markets change, protecting your financial security for the long term.
3. Maximize Spending Potential: Discover strategies to optimize your withdrawals, so more of your hard-earned money goes toward supporting your lifestyle.

If you’re unsure how much you can safely spend or worried about overspending and missing out, here’s how we can help you take control of your retirement income—step by step.

About Us

Guided by Expertise You Can Trust

When it comes to retirement, you deserve a plan built on experience and proven strategies. Here's why you can feel confident working with us:

• Specialized Focus on Retirement Income Planning: We’re dedicated to helping you transition from saving to spending, ensuring your financial resources support a secure and fulfilling retirement.
• Trusted Expertise and Credentials: With CFP®, RICP®, and EA designations, we bring deep expertise in investment, retirement income, and tax planning to every client.
• Recognized Thought Leader in Retirement Income: As the author of How to Generate Retirement Income, we specialize in guiding clients approaching or in retirement through the transition from salary-based income to withdrawals from their portfolio, Social Security, and other income streams.

Real Stories From Retirees Like You

What Retirees Are Saying About Our Approach

“I had no idea how much I was leaving on the table by not optimizing my withdrawals. Thanks to Mark’s guidance, I’m saving thousands on taxes yearly while maintaining a sustainable income.”

– Gwen, Retired Executive

“We’ve worked with financial advisors before, but Mark’s focus on retirement income made all the difference. His clear, step-by-step plan helped us transition from saving to spending seamlessly.”

– Lisa & Mike, Retired Business Owners

What You’ll Get From Your Complimentary Spending Snapshot

A Clear Plan for Confident, Stress-Free Retirement Spending

Our Complimentary Spending Snapshot Gives You the Insights and Confidence to Make Smart Retirement Decisions. Here’s What You’ll Gain:

• Spending Guidelines That Work for You: Avoid overspending to protect your financial security, and ensure you don’t underspend and miss out on the life you’ve earned.
• Personalized Adjustments for Your Lifestyle: Tailored recommendations to keep your spending sustainable, so you can enjoy long-term financial security and the retirement you deserve.
• Tax-Efficient Income Strategies: Actionable insights to optimize withdrawals, minimize taxes, and maximize the value of your hard-earned savings.

Start living retirement with confidence, knowing your income supports the lifestyle you’ve dreamed of.

Get Your Personalized Spending Snapshot

Make Retirement Stress-Free—Schedule Your Free Snapshot

Make the Most of Retirement. Start with a Complimentary Spending Snapshot to Build a Secure, Sustainable Plan—So You Can Enjoy Life Without Financial Uncertainty.

Still on the fence? Here’s why taking action now matters:

• Stop Guessing, Start Knowing: Discover exactly how much you can comfortably spend and enjoy true peace of mind.
• Don’t Wait and Risk Missing Out: Every day you delay, you risk overspending or holding back on the life you’ve earned. Secure your retirement spending now—so you can enjoy every moment later.
• Secure Your Future Today: Gain clarity and confidence now so you can enjoy every moment of retirement later.

Schedule your free snapshot now and take the guesswork out of retirement spending.

GET YOUR SPENDInG SNAPSHOT – It’s Free

FAQ

• What is a spending snapshot?
  A review of your assets and income sources to help you understand your retirement spending capacity—so you can avoid overspending and risking your security or underspending and missing out on the life you’ve earned.
• Who would benefit most from this?
  Someone within five years of retiring or recently retired who is exploring ways to manage their retirement spending effectively.
• Will I be pressured to buy?
  No, this consultation is purely educational, and is complimentary and designed to provide value.
• How much time does it take, and what does the process involve?
  It takes no more than 20 minutes. We’ll meet online via Zoom, where I’ll gather some basic information, provide you with your spending capacity, and you are free to leave after that.
• What do I need to prepare?
  Just a listing of all anticipated financial resources intended to fund retirement (account statements, Social Security benefits, annuities, pensions, etc.). 
• What happens after I schedule the meeting?
  You will receive an email confirmation with the meeting details, and we will connect on Zoom at a date and time that works best for you.
• Will you share my information?
  We respect your privacy. Your information will never be shared.

Next Steps for a Complete Retirement Plan

Your Spending Snapshot is just the first step. To build a truly sustainable retirement paycheck, here’s what to do next:

✅ Take the RISA Assessment →Discover your income style and see how to turn your savings into a reliable, monthly paycheck that fits your life.

✅ Explore Our Book →Learn strategies for managing risk, boosting your after-tax income, and leaving a lasting legacy.

Your Retirement Deserves a Confident Start—Take the First Step Today!

Get the clarity you need to balance spending and security—get your free retirement spending snapshot today!

Start Now — It’s Free