Retire from a Position of Strength

We wrote the book on Investing and Retiring from a Position of Strength and can help you rapidly gain this advantage.

Joseph Janiczek's book, Investing from a Position of Strength, identifies how to survive and thrive in all economic and investment environments. The same principles and benefits that apply to investing from a position of strength apply to retiring from a position of strength.

If you select our Complete Wealth Solution™ service package, our team will thoroughly review all aspects of your finances related to our 35 Essential Strengths™. Then, within your custom Wealth Optimization Plan™, you will receive a deceptively simple, yet comprehensive one-page dashboard (see example below) that will show you where you are strong (green), weak (yellow) and vulnerable (red). This will not only help you be a better investor, it will help you better prepare, transition to or optimize your retirement. Get 25 out of 35 of these grid categories in the green zone and you are in very good financial shape. Get 35 out of 35 in the green zone and you are in exceptional financial shape.

Our aim is to get you and keep you in such a strong financial condition that you can endure market extremes within all three phases of retirement planning. If you'd like to get a sense of where you stand related to our 35 Essential Strengths, click here for our free Ultimate Financial Strength Test tool. Simply answer the multiple choice questions as best as you can and in seconds, you'll get a preliminary color-coded Wealth Optimization Dashboard back as well as some worksheets to help you begin to make progress. As you see how thorough just one element of our system is, you'll likely gain more confidence about choosing us as your advisor.