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Included in the Retirement Income Audit:

♦ Risk Management Audit
♦ Insurance Audit

♦ Potential Tax Reduction Audit
♦ Estate Planning Audit
♦ Social Security Audit

♦ Income for Life Audit

We operate with the mindset that failure is not an option. There is too much at
stake to leave your retirement to chance and just hope for the best. You need a
process that logically examines all the moving financial parts to check the viability
of each financial part and how those parts interact within the big picture.

We Work Best with Individuals or Couples who:

♦ Are 50 and above
♦ Prefer a conservative to moderate approach in terms of the amount of

risk they are willing to assume when it comes to their retirement
resources
♦ Seek lifetime income that covers all of their needs and most, if not all, of

their wants
♦ Want to learn alternative strategies to Wall Street’s stocks, bonds and
mutual funds
♦ Desire a retirement in which you have the right to spend and enjoy all of

your money and still leave an inheritance to the next generation
♦ Have investable assets of $250,000 or more

If you are interested in having a conversation about our Retirement Income
Process, please contact Ashley Quade at (703) 535-5426 or email her at
info@matrixwealthllc.com