What we offer Hero image | Business Man Using Calculator
What we offer Hero image | Business Man Using Calculator

What we offer

Reach your goals with your custom Retirement MAP

As retirement planning consultants, we offer services designed to help you achieve your post-retirement goals. We’ll work with you to establish a Retirement MAP that aligns with your own unique priorities and goals.

Retirement Planning IconRetirement Planning

Who doesn’t want a clear view of what retirement holds? Afterall, knowledge is power. This is where a Retirement MAP can help you navigate the twists and turns of your lifelong journey.

A Retirement MAP is all-encompassing and addresses all of the topics below, and others, when needed. Read on to learn more.

Benefits:

  • Your Retirement MAP details exactly what you need to know.
  • Your Retirement MAP changes as the landscape changes. It keeps you on track throughout your journey towards your destination.

Investment Management IconInvestment Management

Use your investments to fuel your journey throughout retirement. Our customized approach matches your risk tolerance with the inherent risk of your investments.

Benefits:

  • Low-cost, diversified and tax efficient strategies.
  • Add ongoing Investment Management to your Retirement MAP for true wealth management. We call this bundled package Retirement MAP PLUS offering massive value.

Legacy Planning IconLegacy Planning

It is important to address and to plan for an efficient transfer of whatever is leftover at the end of your time here. Have a trust, will, or other non-probate transfers? Plan and execute how you want your assets to be carried over and beyond.

Benefits:

  • Peace of mind that provides for your loved ones to the degree that’s right for you.
  • All journeys come to an end. Planning for your final destination is a necessary part of your Retirement MAP.

Tax Planning IconTax Planning

Tax preparation is basically a summary of where you’ve been. It’s a lot like looking in the rearview mirror. If you want to take your tax experience to the next level this involves prior planning, anticipation, and execution.

Benefits:

  • Helps you avoid “tax torpedoes,” which are known to cause unwanted explosions.
  • Your Retirement MAP will include detail strategies to avoid unnecessary tax torpedoes.

Social Security Strategies IconSocial Security Strategies

A very important stop on your retirement journey is at the junction of social security and savvy savings maintenance. Government provided longevity insurance (Social Security) and never running out of money are key aspects of this strategy.

Benefits:

  • Find the balance between maximizing social security and initiating benefits.
  • Receive a personalized strategy in your Retirement MAP.

Insurance Optimization IconInsurance Optimization

We all need protection from unexpected detours on our retirement journey. Insurance is how you reduce the risk of any trip-ending surprises.

Benefits:

  • We don’t sell insurance of any kind, but we can evaluate what you have and make recommendations for changes, if needed.
  • Your Retirement MAP helps reduce the risk of catastrophic events by making personal insurance recommendations.
Open Road Wealth Symbol

Take the next steps

Explore the process to become a client

Your initial time investment will help you decide if our services fit your needs —a small investment that could pay huge dividends… and it costs nothing but a few minutes of your time.

View our process

Have more questions?

Our financial planning consultants have the answers and more.

Learn more about key financial lingo

Discover the meaning behind common financial planning terms and what they mean for you and your money

Learn the lingo