You Rate Your
Get your Retirement Success Score with our complimentary analysis and see if you’re on track or end up with an income shortfall.
Are You Worried About Not Having
Enough Money in Retirement?
A Quick and Easy Way to
Assess Your Current Plan
REQUEST YOUR ANALYSIS
Fill in your information and complete the form to express your interest
MEET WITH US
We’ll schedule a time to meet and review your retirement goals
REVIEW YOUR SCORE
Access your report and view current and recommended scenarios
Why You Need a
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.
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:
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
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.
Frequently Asked Questions
Financial Planning Agreement
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?