Services

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Here at My Retirement Exit (MRE) we know that planning for retirement can be a challenging feat for everyone, but it does not have to be. We have created a comprehensive array of affordable retirement packages and services to meet almost every need. We have also collaborated with some industry leaders to offer complementary services as well.

Retirement Coaching

From our small team of Investment Advisors, to our insurance and annuity partners, our goal is to get you to retirement. Our coaching packages are discounted because we know that most people are busy trying to get to retirement and coming into an office may not be always be a viable option. Meeting with clients via video, phone, chat, or in person, a coach can help prevent mistakes before they happen.

Retirement Coaching Genie

We have created the first of it’s kind myretirementexitgenie, this iOS Apple or Android phone app is used to ask basic retirement questions to one of our coaches. We know that you can pick up your phone and search online for a retirement term, but two things could possibly happen. You could find the highest rated answer that was pay for, but do you really know if it’s the right answer. In your search, you could also come across something that is even more confusing than your initial request. When you need someone to put it into terms you need to understand then send the request over via email or text message.

Retirement Exit Plans (Doors)

We have put the most requested services into three unique packages. We call them doors, because everyone dreams of walking out the door when their time comes. The Basic is for anyone that wants to trial test our services with no financial obligation. The Half Door Open Exit plan includes one live coaching session per year, along with a retirement portfolio review. The Fully Opened Door is for someone nearing retirement and need a more comprehensive approach heading into retirement.

Single or One Time Purchases

While we think, it is important to establish relationships with all of our clients; you may be just looking for a solution to add to your portfolio. We offer all types of retirement plans to include, but not limited to Individual Retirement Accounts, Roth Individual Retirement Accounts, Transfers and Rollovers from former employers, 401k, and SEP plans.

Hourly Consultation

We established our hourly consultation package to serve a market that has been underserved for some time. We offer affordable advisory services for the person looking for consultation on quick question or retirement situation. This service also includes retirement and investment portfolios.

Legacy Planning

Coming Soon.

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