Free Check-Up

Can You Maintain Your Lifestyle and Financial Security Throughout Retirement?

Click Here To Schedule Your Free Check-Up

Problem: Financing one’s lifestyle during retirement requires finding an ideal combination of variables such as:

• Expected longevity
• Income needs
• Target rate of return
• Rate of inflation
• In addition, you need a set of rules to implement when results don’t match your expectations. 

Consequences: Failure to manage one’s finances properly can result in a reduction in lifestyle or--worse yet--running out of money prematurely.  Don’t let either happen to you!

Solution: You need to determine the ideal blend of variables that will help you maintain your desired lifestyle and financial security. We can help you discover that combination.

Free Check-Up: Are you on track to reach your goals?  We’ll give your finances a FREE Check-Up and an unbiased critique. Plus, we’ll show you the optimal blend of variables needed to accomplish your objectives.

What You’ll Receive: Your FREE CHECK-UP includes:

• A 45 minute consultation with Professor Ulivi, Ph.D.
• Answers to your key questions, such as: are my spending goals realistic?  How may surprise expenses or negative returns affect my plans?
• Graphs showing your projected income and portfolio balance during retirement
• A table summarizing important ratios to monitor your future financial health, such as your withdrawal rate, cash burn rate and your funding ratio
• A table summarizing the ideal blend of variables that will help you maintain your desired lifestyle and financial security.

Bonus:  How will you deal with uncertainty--your greatest financial risk?  We will provide you with extra protection: Professor Ulivi’s “Eight Rules of Prudent Retirement Management.”  These rules are to be implemented when adversity strikes and are designed to sustain your lifestyle and financial security.  

Call Today: To receive your free Check-Up, please schedule a confidential, no obligation appointment with Professor Ulivi today.

CALL NOW 714-771-6000
Email: professor@ulivi.com