It's Your Turn!

Are you ready to go from: 

"What am I going to do?"------TO-----"We've already planned for this!"

Done For You Invitation

Personalized Income System and Stress Test

with Kevin R. Sullivan, AIF®

 
Decision Made: "I'm In!"

Limited Spots Available

This is a hands-on, personalized experience!
We only take a limited number of doctors at a time to ensure you get the attention and customization you deserve.

Why should I do this?

Because this is your future - this is your income - if you get things messed up at the outset, it can cost you thousands of dollars and unnecessary mistakes!

It's Time To Set Your Income Strategy

 

This Done For You - Personalized Income System - Strategy Session is designed specifically for your income needs and how they fit into the Income System for confidence in retirement.

This will help you take control, make confident decisions, and know where you'll pull income from 1st, 2nd, and 3rd.  

You'll see how the process and structure of income flows with your numbers, your "what-if" scenarios, and your timelines.

 

What’s Included?

Online Course: Wealth For Life – Building Your Retirement Income Strategy

$997  $497
Start your journey with our comprehensive 6 lesson course to understand the fundamentals of the Income System approach and why it's a game-changer for retirement planning.

The content we covered in the Masterclass comes in part from material from this online course.  Use it  for playbacks at your pace and on your time.

Included with the course are PDFs, Definition Sheets, and a bonus video!

1-on-1 Strategy Session with Kevin R. Sullivan, AIF®

$25,000

An exclusive meeting with an Accredited Investment Fiduciary to build your personal plan. We’ll provide:

Your Custom Income System & Stress Test Report

  • Will you have a shortfall, and if so, when would that likely occur?
  • If you’re coming up short, what are your options?
  • Can you receive more income than you thought?
  • If you have a surplus, how can you optimize it?

Sustainability Analysis / Income Stress Test

  • See how long your income will last, well into your 90s.
  • Run “what-if” scenarios (e.g., lump sum withdrawals, market dips, special purchases).

Investment Blueprint

  • We'll show you the investments that back up each income sequence 
  • Understand the full picture of where your income is coming from and how it’s managed and received

Done-For-You White Glove Service

We’ll do all the heavy lifting, from strategy to setup.

You’ll receive a full plan plus a live review session to walk through everything with us and get your questions answered.

BONUS: Three 45-Minute One-on-One Follow-Up Sessions

$4,500
We’re with you through the transition. Use these bonus sessions for check-ins, updates, or deeper dives into your plan.

This is your moment - This is your time

Over $25,000 of value: 

Masterclass Attendees:  $16,997

or 2 payments of $8,750

If you get things wrong at the beginning it could cost thousands or way more than you thought. 

Decision Made: "I'm In!"

Ready to Build Your Customized Income Strategy?

Book Your Complimentary Call Now

Let’s find out if this is the right fit for you, and get you started toward clarity and confidence in retirement.

Secure Your Private Strategy Call HERE

Kevin Sullivan, AIF® - Accredited Investment Fiduciary  / Wealth Advisor, Warner Wealth

Securities  offered through LPL Financial -  Member FINRA/SIPC. 

Advisory services offered through Warner Wealth, a registered investment advisor and separate entity from LPL Financial.