Before You Take Another Step...

I need to tell you something most people don't know about the financial advisory industry.

2,000+ Financial advisors I personally evaluated across the country

Out of all those advisors, know how many I'd trust with my own family's retirement?

Five.

Not five percent. Five advisors. Total.

The rest? Not bad people—but trapped in a system that rewards selling products over solving problems.

These 5 questions separate the good ones from the rest.

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What I'd tell my own family in your situation

Your Retirement Reality Check Results

Based on your responses, I've prepared specific guidance for your situation.

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I analyze retirement situations each month at no cost. No sales pitch—just honest feedback about what you need to know.

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Educational content only. Not personalized financial advice. Investment advisory services offered through Portfolio Medics.

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5 Questions Every Smart Retiree Asks Themselves