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EVERPLANS

PLANNING MADE EASY
EXCLUSIVE FOR OUR CLIENTS
Everplans is a simple tool that guides you step-by-step to organize, store and share important information – from insurance documents and health care forms to family recipes and favorite memories.
As an Everplans provider, we’re able to offer this complimentary tool to our valued clients. If you are a Retirement Advocates client, click the button below or call our office at 262.764.4816 to learn how to sign up for Everplans.
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everplans
ORGANIZE YOUR VITAL DOCUMENTS AND FINAL WISHES
Everplans walks you through what you’ll want to leave behind, giving you the opportunity to list and explain your final wishes.
STORE ALL YOUR INFORMATION SECURELY IN ONE PLACE
Everplans operates like an electronic safety-deposit box, allowing you to keep a scanned copy of your information in a totally secure-yet instantly accessible-location. No one can get to it unless you want them to.
SHARE ONLY WHAT YOU WANT AND DESIGNATE WHO GETS TO SEE IT
You’ll select “deputies” who can access your documents and information – these may include family members, friends and other beneficiaries – but you can choose which deputies have access to which documents.
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CONTACT US

Phone: 262.764.4816

Fax: 866.415.7592

[email protected]

OUR LOCATION

6123 Green Bay Road

Suite 210

Kenosha, WI 53142

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Terms of Use

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor.  Retirement Advocates, Inc. and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note that Retirement Advocates, Inc. and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.

WEALTHGUARD™
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the advisor, so the advisor and client can decide next steps.

WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. Brookstone Capital Management is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.