Crash Proof Retirement’s “Financial MRI”

Crash Proof Retirement’s “Financial MRI”

When you’re sick or injured, a doctor might use an MRI to look inside your body to find out what’s wrong. Doctors use an MRI because it provides a more detailed view than an X-ray. An MRI can see things that an X-ray can’t. It’s a crucial step in diagnosing the problem so you can get on the road to recovery. 

At Crash Proof Retirement®, we’ve developed our own proprietary in-depth analysis to diagnose your investment portfolio and other aspects of your retirement plan to find out why it’s not meeting your needs, and unlike an MRI at the hospital, it is provided at no cost to you. We call this a “Financial MRI,” and it’s one of the cornerstones of our innovative approach to helping you plan for your future. Think of your account statements as an X-ray; they don’t tell you the whole story. If you really want to know what’s happening inside your portfolio, you need a Financial MRI to dig deep and identify issues that aren’t obvious from looking at your statements.

Crash Proof Retirement®’s Financial MRI is a 51-point examination composed of comprehensive analyses that focus on various aspects of your retirement plan. The Financial MRI provides an in-depth, objective analysis that you can use to guide your financial decision making. Unlike a traditional financial advisor’s opinion, which can be tainted by their own biases, commissions, and conflicts of interest, the Financial MRI provides concrete facts about your retirement plan through a series of specific analyses, including:

• Tax Return Analysis – The amount you pay in taxes is always a critical concern, both now and when you are retired. When you are saving for retirement, paying too much in taxes can rob you of money that could be growing for you. When you are in your retirement phase, every dollar you pay in taxes is a dollar you could be using to pay for your daily expenses or to enjoy your golden years to the fullest. The Crash Proof Retirement® System uses a variety of strategies to help you become more tax efficient, and this step in the Financial MRI is how we identify any inefficiencies so we can eliminate them. Our team of licensed consumer advocates will highlight the often-overlooked relationship between your portfolio and your tax return, reveal critical information that your traditional financial advisor may not have told you, and provide solutions that allow your nest egg to grow tax-deferred while taking advantage of little-known IRS rules that can eliminate RMDs and provide you a guaranteed income that is 85% tax free.

• Portfolio Analysis – This step in the Financial MRI includes seven different analyses that shine a light on your investment portfolio to reveal its weak points. We will show you the layers of hidden fees you are paying when you invest, as well as the risk you’re being exposed to that traditional financial advisors don’t like to talk about. When we conduct your Financial MRI, we will download your Statement of Additional Information and your Book of Prospectus, both of which are freely available to all investors even if their financial advisors don’t always share that information with them. We guarantee you will be shocked when you find out how much you are paying in upfront and ongoing fees!

• Backtesting – Do you ever wish that you could see the future? It would obviously be a huge advantage in planning for retirement. While nobody has a crystal ball, there is a great deal we can learn about your portfolio’s future performance by examining how it has performed in the past. As part of your Financial MRI, we will backtest your top three holdings – whether they are stocks, bonds, or mutual funds – to show you how they performed and recovered during the last two significant financial downturns. With this data, you can predict how your portfolio might perform in future financial crises, allowing you to make an informed decision as to whether or not your stocks, bonds and mutual funds are the right vehicles to get you through retirement.

Your retirement plan could be sick, and you may not even know it! With Crash Proof Retirement®’s Financial MRI, you can find out exactly what that sickness is and how you can cure it. The best thing about the Financial MRI is that it’s not just our opinion; our analyses will cut through the deceptive tactics used by traditional financial advisors and present you with indisputable facts. Because every client meeting at Crash Proof Retirement® is recorded for your protection, everything we tell you about your Financial MRI, your portfolio, and your tax returns will be legally binding. That’s something your current financial advisor wouldn’t be willing to do. Traditional financial advisors know that the advice they give is nothing more than their opinion, and they don’t want you to be able to hold them accountable for that advice if they turn out to be wrong – which they frequently are.

Through our proven proprietary system, we have already helped over 5,000 clients enjoy a secure future in retirement, and we know that we can do the same for you. That’s why we’re not afraid to record our meetings, promising you that you can grow your nest egg with no fees and no risk of losing your principal during a market crash. Our clients are living proof that when securities-based investments like stocks, bonds, and mutual funds were losing money during the crashes of 2008 and 2020, Crash Proof® Vehicles were working as intended, protecting their principal and in some cases, crediting double digit interest returns. We stand by these promises, and we are always happy to go on the record when we make them.

Retirement Planning Companies in Montgomery County, PA

If you want to feel secure about your retirement future, the time to identify any weaknesses in your retirement plan is now. Don’t wait another day to find out about the hidden fees, risk, and unnecessary taxation in your retirement plan; get in touch with Crash Proof Retirement® today to schedule your Financial MRI at no cost to you! Call 1-800-722-9728 if you need trustworthy retirement planning in Bucks County, PA or other nearby communities.