The first step is to do a Social Security Maximization Analysis. To prepare your Social Security maximization study, we need copy of your Social Security earnings statement. This statement contains no personal information. Your Social Security maximization analysis will examine all Social Security collection options for your situation and show you all the maximization strategies that exist in your situation.

The second step is to do a Fee and Draw-Down Analysis. The fee and draw down analysis will reveal the level of current fees in your portfolio and historical draw down experience. 

The third step is to prepare your Revenue Sourcing Map. The Revenue Sourcing Map will incorporate Social Security maximization numbers, pension numbers, earned income, inheritance income and income needed from investments to reach your retirement income goals. 

The next step is to prepare your Revenue Sourcing Allocation Model. The Revenue Sourcing allocation model will show you how many of your assets you need to move to 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 money printing.

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