RETIREMENT REVIEW
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 running out of money?
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
Retirement REVIEW
Why You Need a
RETIREMENT REVIEW
Imagine how your outlook would change if you were able to find out how your retirement would play out and, if necessary, be given outlined steps to enhance your probability for success. Would you feel less stressed as well as more confident and optimistic about your retirement?
Carlos Dias Jr. has created an analysis report that can do just that. It's called the Retirement Income Shortfall Analysis 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.
Analysis
RETIREMENT REVIEW
What's Included in the REVIEW?
Your Retirement Review 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
Tips to enhance Retirement Success Score
start
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.
REVIEW OR REPORT
Who Provides the REVIEW
OR REPORT?
Carlos Dias Jr.
(407) 801-2244
carlos@diaswealth.com
Carlos Dias Jr. is a financial advisor, public speaker, instructor, and president of Dias Wealth LLC, offering strategic financial planning services to business owners, executives, retirees, and professional athletes. As an instructor and presenter for multiple CPA societies, he’s educated over 100,000 accountants, attorneys, and business professionals on integrating different investments and insurance products when developing tax, estate, and long-term care plans.
Carlos is a nationally syndicated columnist for Kiplinger and has contributed, been featured or quoted in several publications including Forbes, MarketWatch, Bloomberg, CNBC, The Wall Street Journal, U.S. News & World Report, USA Today and several others. He’s also been interviewed on various radio and television stations. Carlos is multilingual, fluent in both Portuguese and Spanish.
faq
faq
Frequently Asked Questions
Financial Planning Agreement
Guide
FREE GUIDE!
7 MUST-KNOW RULES OF CHOOSING A FINANCIAL ADVISOR
When you choose to work with a financial advisor, you should be certain they are looking out for your best interests. Not all do.
Unfortunately, some advisors are only out to sell you products or services so they can earn big commissions, and others aren’t even properly licensed to give financial advice (though it doesn’t seem to stop them). How can you tell the difference?
