Through your affiliation with Hamsher Wealth Management, LLC, you have access to cutting-edge software reports that clearly communicate complex financial concepts in order to help you navigate your retirement with peace of mind and confidence.

 

Social Security Maximization Report

This report analyzes the most common strategies, examines multiple opportunities and recommends an optimal solution. It provides a retirement roadmap with dates and instructions.

 

Rule of 100 Report

The Rule of 100 Report provides a quick snapshot of how much your retirement and investment accounts should be exposed to risk and loss based on your age. The illustrations found in the report then provide a comparison of your existing and desired risk.

 

Snapshot Report

Morningstar, one of the largest third-party rating agencies in the country, offers an unbiased analysis of your current investment. If you are serious about seeing what comprises your portfolios, then objective unbiased opinions are the only option.

 

Roth IRA Conversion Strategy

Provides an objective analysis prepared by a CPA to determine if a Roth IRA conversion is appropriate for you, taking into account the affect of converting available retirement assets, paying the conversion tax with other assets, and allowing the Roth IRA to grow.

 

Retirement Compass

This report helps you chart your income planning destination using proprietary tools, such as a growth calculator, CD vs. annuity comparison, and income rider comparisons. The report shows multiple sources of income and what strategy or strategies you can take throughout retirement.