RETIREMENT INCOME SHORTFALL ANALYSIS

How Would
You Rate Your
Retirement Plan?

Get your Retirement Success Score with our complimentary analysis and see if you’re on track or end up with an income shortfall.

COMPLIMENTARY
OFFER

NO
OBLIGATION

100%
SECURE

Reasons

Reasons

Are You Worried About Not Having
Enough Money in Retirement?

Are you trying to recoup your losses and chasing returns?

Do you feel like you have no control over retirement?

Do you know how to best turn your assets into income?

Is there a lack of confidence in your current plan?

Are your savings accounts all over the place?

Are you scared of looking like a failure?

steps

steps

A Quick and Easy Way to
Assess Your Current Plan

1Step

REQUEST YOUR ANALYSIS

Fill in your information and complete the form to express your interest

2Step

MEET WITH US

We’ll schedule a time to meet and review your retirement goals

3Step

REVIEW YOUR SCORE

Access your report and view current and recommended scenarios

Life Insurance Policy

Why You Need an
Analysis Report
Imagine how your outlook would change if you were able to FORECAST how your retirement would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed? Would you have more hope? Would you be more confident and optimistic about your retirement?

Carlos Dias, Wealth Coach, has created an analysis report that can do just that. We call it the Retirement Income Shortfall AnalysisTM and it's the most efficient, effective, and inexpensive way for you to know the probability rate of whether your retirement is going to be a success - or failure.
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Analysis

Analysis

What's Included in the Analysis?

Your Retirement Income Shortfall Analysis provides a rating from 1%-100% scoring your probability of success in retirement. Savings accounts are forecasted to show how they’ll work together to provide you with income and recommendations are made to enhance your success score. Here’s What You Get in the Report:

Your Retirement Success Score ™

Yearly breakdown of account withdrawals

Notification system of income shortfall

Recommendations to enhance score

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start today

Schedule A Time to Review Your Results!

To take a closer look at your retirement plan and the potential tax landmines to
be aware of, schedule a time to meet with me.

Complimentary Analysis

Who Provides the Complimentary
Analysis?

Carlos Dias
Wealth Coach, Dias Financial, Llc
(407)801-2244 | carlos@diaswealth.com

Carlos Dias Jr. is a Wealth Advisor and Founder of Dias Wealth, LLC. He offers his clients a full range of wealth management services such as financial, tax, estate, charitable, long-term care, and asset protection planning. Potential solutions can also include the establishment of foundations and other philanthropic entities to accomplish charitable objectives, wealth preservation plans or pro-active tax planning.Carlos consults business owners, retirees, accredited investors, lottery winners, 501(c)(3) and charitable organizations, as well as…

faq

faq

Frequently Asked Questions

Nothing! This is a free audit on your life insurance policy. It's a complimentary service we provide to all of our clients.

What information do you need from me?

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Shortfall Analysis

Receive Your Complimentary Retirement Income Shortfall Analysis