Financial MRI & Strategy Analysis

Am I on track to reach my retirement goals?

A 51-point analysis that breaks down every aspect of your investment strategy, delivering detailed insights and actionable guidance for a healthier, more resilient retirement plan.

What We Help You Evaluate

A clear view of your current financial health is the first step toward achieving lasting retirement confidence. During your Financial MRI, our salaried financial analysts conduct a comprehensive and objective analysis of:

Tax Inefficiencies & Missed Deductions

Risk Exposure & Hidden Market Vulnerabilities

Fees & Costs That May Be Eroding Your Returns

Asset Allocation & Diversification

Income Sustainability & Longevity Planning

What Is a Financial MRI and Why Is It Important?

Think of it like a check-up for your retirement strategy. Just as a medical MRI provides the clearest picture of what’s happening inside your body, a Financial MRI provides the most detailed picture of what’s happening inside your portfolio. It helps uncover unseen risks, inefficiencies, or areas that may not align with your long-term goals, giving you the clarity and confidence to take the next steps towards a healthy financial future.

The Most In-Depth Analysis of Your Finances

Many retirement plans look good on the surface, but the fine print tells a different story. Our Proprietary Financial MRI takes a deep dive to uncover your financial ailments, such as unnecessary risk, high fees, and inefficient income strategies, and will detail a proven plan of care to cure them

Who Should Get a Financial MRI?

Whether you’re already retired or still planning ahead, a Financial MRI is right for you if:

  • You’re unsure if your current plan is meeting your goals

  • You’re working with a broker but want a second opinion

  • You’ve experienced a recent life event or financial change

  • You want to minimize taxes and fees

  • You’re concerned about market volatility and preserving your nest egg

“Before going through Crash Proof®, I didn’t know what the fees were in my mutual fund. They’re much greater than I thought.”

— Tom McIntyre, CPR Client Since 2009

“Crash Proof Retirement® was able to explain to us a lot of the risk and a lot of the fees that were in my portfolio that I didn’t quite understand.”

— Kathy Driscoll, CPR Client Since 2015

“Crash Proof Retirement® started to call the companies that I had invested in, and I was amazed how much money I was paying.”

— Elaine Gleaves, CPR Client Since 2012

“I didn’t realize until I was educated by Crash Proof Retirement® that with my variable annuity I had been paying thousands of dollars in fees, and exposing myself to market risk.”

— Robert Smith, CPR Client Since 2017

“The Crash Proof® team performed an MRI on what we had and was able to show us some of the little hidden fees that the brokers don’t tell you about.”

— Kathleen Rauchut, CPR Client Since 2017

Real People. Real Results.

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Tired of watching the market take back what you’ve earned? The proprietary Crash Proof Retirement system gives you a proven way to grow while protecting your interest returns every year, even when the stock market drops
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At Crash Proof Retirement. We understand that out of all the threats to your retirement future, your health is the greatest. That's why our firm offers unique asset based, long term care strategies to provide financial stability and peace of mind to our clients like Donna McMackin.
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With the market experiencing significant ups and downs this year, many retirees have reason to worry—but not Crash Proof Consumer Russell Convery. Since joining Crash Proof Retirement in 2017, Russell has enjoyed complete protection from market losses while watching his money grow safely.
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Many retirees don’t realize the IRS reserves the right to help themselves to the money in your retirement accounts by raising taxes. But there's a little-known IRS rule that can help protect your nest egg from taxes and required minimum distributions (RMDs).
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Social Security is often just a breadbasket of retirement income—yet many retirees treat it like the whole meal, leading to reduced benefits and financial stress. By claiming Social Security benefits as early as age 62, retirees take a 30% pay cut compared to waiting until full retirement at age 67.
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Want to know how to earn more than you would in the stock market—without risking your savings? Crash Proof client Barbara Panzano shares how she earned double-digit interest returns her first year with Crash Proof Retirement, including a 20% return in one vehicle, and 13% in another, all while protecting her principal from market losses.

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Frequently Asked Questions About Financial MRIs

It’s best to focus on six basics: your target retirement age, desired lifestyle, current savings rate, expected investment returns, inflation, and life expectancy. Mapping these numbers shows how much you need to save and what income you can safely draw, allowing you to keep everyday bills covered while your nest egg continues to grow.

Yes. While some taxes are unavoidable, fees are completely avoidable when planning properly for retirement. We utilize several strategies that can reduce or even eliminate what you pay. These include using tax‑deferred vehicles, lowering debt before retirement, and removing securities based holdings from your portfolio.

A Financial MRI from Crash Proof Retirement® uncovers hidden fees and unnecessary taxes in your current plan. With that insight, our analysts can design a customized Crash Proof® System that shields your growth from unnecessary taxes and helps you keep more of every dollar throughout retirement.

If your nest-egg includes stocks, bonds, mutual funds, or variable annuities, your portfolio is exposed to risk such as market volatility, loss of principal, interest‑rate changes, and inflation.

Take the First Step Toward Clarity

Let us show you what your financial strategy is really made of with no pressure, no obligation, and everything to gain.