Example WealthPartners
For people within 10 years of retirement

Know Your Savings Will Last 30 Years (And Exactly What It Pays You Every Month)

See If Your Savings Will LastTake the 2-minute retirement check
FiduciaryCFP®Retirement Income Planning

Three Decisions Set Your Retirement Paycheck:

Social SecurityWhen you claimChanges the size of the check for life
WithdrawalsWhich account firstChanges how much the IRS keeps
IncomeWhat lands each monthAnd whether it lasts as long as you do

Same savings.
The order decides how far it goes.

See If Your Savings Will LastTake the 2-minute retirement check

Your Paycheck Stops. Your Bills Don't.

For 40 years, income just showed up.

Then one Friday, it stops. And your savings has to do the job.

How much can you spend? For how long? What if the market drops the year you retire?

Most people can't answer that with a number.

This Is For You If:

01

You Saved For Decades

And still aren’t sure what it pays you.

02

You’re Retiring Soon

In the next 5 to 10 years.

03

You Want A Number

Not a guess, and not a sales pitch.

How It Works:

01

Check

Four questions, two minutes. You get your score by email.

02

Plan

Your monthly income, claiming age and withdrawal order, in writing.

03

Protect

Your family’s paperwork, matched to the plan.

See If Your Savings Will LastTake the 2-minute retirement check

Meet Jordan Avery

CFP®Fiduciary

Sample advisor. On a real partner page, this is your photo, your story and your credentials.

But none of that matters unless your money lasts as long as you do.

Plan The Money. Then Protect It.

4Questions in the check
1Plan for income and family
100%Of estate plans reviewed by a licensed attorney

Answer plain-English questions online. A licensed attorney reviews every plan. Then Jordan checks it against your accounts and beneficiaries.

Typical documents shown. What you need depends on your situation.

Will Your Savings Last? Score It In 2 Minutes:

0 / 8

Tap an answer for each one.

Income

Do you know how much monthly income your savings can pay, and for how long?

Taxes

Do you know which account to draw from first, to keep more after taxes?

Social Security

Do you know the best age for you to claim Social Security?

Family

If you couldn’t act, could someone legally step in for you?

Sends your answers, name and contact details to Example Wealth Partners for follow-up. Nothing else. Please don't include account numbers.

Fair Questions:

"I already have a 401(k). Isn't that a plan?"

It’s a balance. A plan says what it pays you each month, and for how long.

"Is this only for the very wealthy?"

No. It’s for anyone whose savings has to replace a paycheck.

"Who writes my legal documents?"

Not Example Wealth Partners. A licensed attorney at The Succession Firm, a separate law firm, reviews your plan under its own engagement with you.

"What does it cost?"

That depends on your situation and the work involved. You get the fees in writing before you commit to anything.

Retire With A Number

You know what lands every month, and that it lasts.

Retire With A Guess

Sell a little here. Hope a little there. Every month.

Four questions. Two minutes.
Your call.

See If Your Savings Will LastTake the 2-minute retirement check

Example Wealth Partners. Sample page. (555) 010-2400.

Example Wealth Partners and Jordan Avery are fictional. This sample shows partners what their own landing page looks like. Check the background of this financial professional on FINRA's BrokerCheck.

Estate planning documents are prepared through Bloodline, technology by Partner Counsel AI, and reviewed by a licensed attorney at The Succession Firm (Counsel Partners Ltd), a separately engaged law firm, under its own attorney-client engagement. Example Wealth Partners does not provide legal advice. Outside Florida, documents are handled by appropriately licensed counsel or referred.

This page is general educational information, not individualized legal, tax or investment advice. Recommendations require a professional engagement and a review of your circumstances. Planning does not guarantee any investment, income, tax, probate or asset-protection result. Investing involves risk, including loss of principal. Any calculator on this page is illustrative only and stores nothing.