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.

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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

It's free, meaning there's nothing to pay for the analysis or report. This is a complimentary service we provide to potential clients and professionals. 

Typically, some basic information depending on the analysis or report requested. Once you submit your information, you'll be contacted.

Usually, those that contact us are working with or have worked with either a financial advisor or insurance agent. However, that doesn't change the analysis or report offering.

By requesting an existing policy review or new quote, nothing changes unless you decide to implement any potential recommendations. 

You'll receive an analysis or report with no strings attached. You can choose to implement any potential recommendations or keep everything exactly the same. If you'd like for us to become your financial advisor, we'll discuss that process.

Once all requested information has been received, an analysis or report can be generated within 24-48 hours.

Financial-Planning

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?

RETIREMENT REVIEW

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Retirement REPORT
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audit or report