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Menu
×
  • Wealth Management
    • Client Login
    • Our Investment Philosophy
  • Educational Workshops
  • Resources
    • “The Insiders Connection” Bi-Monthly Publication Sign-Up
    • Downloadable Reports and Resources
    • Important Questions to Ask Your Financial Advisor
    • Social Security Resources
  • Our Services Packages
  • How We Can Help
    • Complete Retirement Planning
    • Hassle-Free 2nd Opinion
    • Fee Analysis on your Current Plan
    • Annuity Examination
    • Morningstar Investment Analysis
    • Long-Term Tax Planning
    • Long-Term Care Preparation
    • Social Security and Medicare Planning
    • Legacy Planning
    • Everplans
  • Contact

Downloadable Reports and Resources


 

Click below to download your reports and resources

Q1-2019-screenshot

The Summer Edition 2019 "Insiders Connection" Publication

Sample-Plan

Sample Plan for 2019

2019-Goals-Worksheet

2019 Goal Planning Worksheet

budget

Budget Worksheet

checklist

Ultimate Checklist

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Contact Us

Phone: 262.764.4816
Fax: 866.415.7592
support@retirement-advocates.com

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.

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 client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments 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.

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