Let's Talk About This... 
Planning For Retirement Can Seem Really Overwhelming...
People work their whole lives to save enough to retire…

But it seems impossible to know how much is enough.

Calculating future living expenses is difficult…

 And who really knows how much they will need?

Running out of money when you are most vulnerable is a scary proposition...

Not to mention the thousand other variables that retirees need to think about…

Like making sure you can cover healthcare expenses…

And leaving a legacy for the ones you love the most.

So if you’re trying to figure out how much you need to save for your future…

And when you could retire…

You’re not alone.

Having dedicated our careers to helping investors plan for the dream of a comfortable retirement…

We have discovered several missed opportunities that are super valuable…

And are set to potentially help a lot of happy retirees sleep better in short order.

And we would like YOU to be one of those and not for the reason you think.

But let’s take a step back for a moment.

Our company is called Kingsview Wealth Management.

We are a group of planning professionals that for the most part all started our careers working at big Wall Street Firms…

But we all left the big banks to offer less conflicted and better service to our clients.

And our dedication to doing the right thing has springboarded our success.

We serve thousands of clients nationwide…

And we manage Billions of Dollars.

Our market research and insights have been shared on CNBC, BNN, Bloomberg and Fox Business Network.

And we are proud to adhere to a fiduciary standard that legally obligates us to act in the best interest of our clients.

But all of us are acutely aware of just how much is at stake for investors that are approaching retirement.

Many investors were astounded during the 1990’s when the market catapulted to new highs…

Only to watch the dot-com bubble burst…

And dash the retirement dreams for millions of Americans that were nearing the end of their careers...

And those same investors were devastated when only a few short years later…

The housing crash of 2008 put millions in a position where they would potentially bear financial pain in retirement.

As investment fiduciaries it is crystal clear to all of us that having a stress tested financial plan is far more important for investors than the next hot stock tip.

Which is why we believe planning is absolutely essential for any retiree that wants a chance to enjoy a comfortable retirement…

A retirement where YOU call your own shots.

Being able to do what YOU want…

When you want…

Where you want…

How you want…

With whom you want.

That is the freedom and peace of mind we will help you achieve, and not for entirely selfless reasons.

More on that in a second.

First, let’s talk about how people delude themselves about the importance of retirement planning.

Myth #1: After paying into the system for your entire career, Social Security is going to provide a comfortable retirement cash flow...

FALSE 
While the Social Security system offers a nice safety net for retirees, the system faces funding issues and the cost of living adjustments may not necessarily keep pace with your actual cost of living expenses during retirement.

Myth #2: If you save $1 Million dollars you will have plenty of money to cover living expenses in retirement...

FALSE 
$1 Million dollars just doesn’t go as far as it used to these days. Depending on where you live in the country, $1M may be enough to get you through retirement, but retirees living in expensive areas may see funding shortfalls. Many variables can impact whether your money lasts through retirement ranging from longevity to the cost of long term care to the local cost of living.

Myth #3: Only really rich people need financial plans...

FALSE 
While it is true that the more money you have the more complex your finances tend to be…

It is the people that have between $500,000 and 2 Million that have the most to lose from poor planning.

If your nest egg isn’t quite big enough to give you the comfortable retirement you are hoping for…

Careful planning to make sure your money lasts is FAR more important!

Myth #4: All you need to do is save 10% of your paycheck and you will be able to live a comfortable life in retirement...

FALSE! 
This is the one that got us

We cringe when we hear blanket statements that may lead to unnecessary risks for retirees.

Which leads us to the first and most important secret strategy when it comes to planning for retirement.

We call it “Intent Based Financial Planning”

Intent based planning allows investors to simultaneously save (and plan) for multiple financial objectives across multiple time horizons.

The secret is that by separating your objectives and intentionally prioritizing them…

You can then determine the best approach to funding each goal.

And most importantly…

Understanding how shifting financial resources between your objectives impacts the success of your overall plan.

Think about it…

Why should you just be guessing when it comes to planning for retirement?

Doesn’t it make perfect sense to prioritize your retirement objectives and make sure you know exactly where you stand?

Doesn’t it make sense to know whether you have enough of a cushion to weather adverse market conditions?

Wouldn’t you like to know if you will have enough money to pay your bills if you live longer than you originally planned?

Of course you do!

We want to have as much clarity about our financial situation as possible.

All successful businesses put together budgets…

Forecast their revenue…

And put together a contingency plan to make sure they are ready for a rainy day…

And that’s exactly the point of having an intent based financial plan.

Because let’s be clear…

How can you achieve ultimate financial peace of mind if you don’t know where you stand?

Most people spend their lives focused on what is important to them.

Family…

Kids…

Their Careers…

And unfortunately the hectic pace of life in the 21st Century doesn’t always leave enough time to plan…

And it is important to remember that planning for retirement is not something you do shortly before you stop working…

It is a lifelong process and it is NEVER too early to start.

Simply put...

If you have not yet started planning for retirement you need to start right now.

That’s why we are sharing this urgent message with you today.

This isn’t about getting rich quick…

This isn’t about finding the next hot stock pick.

This is about carefully prioritizing your goals and making sure you have a plan in place to achieve them.

And if you are seeing this…

You can get started today…

And it is probably not too late.

We are 100% certain that we can help you organize your finances and put together a comprehensive financial plan.

That means sitting down with us and standing up a short time later with a highly organized plan to help you better manage your financial life.

But how can you even get started on building a financial plan that will help clarify whether you are on the right track for retirement?

And how can you confidently make a decision to trust a complete stranger with your most personal financial information?

We know better than anybody that working with financial professionals isn’t always easy or transparent.

There can be high commissions, hidden fees, aggressive cross selling, murky value propositions and a whole range of confusing investments to navigate and understand.

A lot of the time advice is expensive…

And it is hard to tell if it is in your best interest.

These are all reasons we left the big bank world.

So what is the best way to get planning advice with no obligation to pay ongoing fees?

If you would like to know this answer (and a bunch more) we have a special offer for you.

Our advisor’s typically charge $3000 for a comprehensive financial plan.

And when you think about how much work goes into a full plan, that price is extremely competitive.

A full intent based financial plan offers in depth analysis on comprehensive retirement budgeting…

Taking into account long term care planning…

Income planning…

Legacy Planning…

Cash flow planning…

And the best mix of time horizons and investments to maximize your financial future with the least possible risk.

All by running all of your personal data through a series of complex financial modeling calculations to give you the exact statistical probability that you will be able to fund your goals.

No guesswork.

All delivered in an easy to understand format.

This is about making sure you know exactly where you stand.

If you are already retired…

A goals based plan will tell you exactly what you can and can’t do financially in retirement to make sure you don’t run out of money…

And if you haven’t retired yet…

A plan will tell you how much longer you need to work to fund all of your retirement goals.

So you can see why getting a complete plan for $3000 is a great investment for investors.

But today you won’t pay anywhere near $3000.

First, I understand you might still have some questions about the planning process…

We’ve tried to anticipate the most common ones. Let us answer them right now.

FAQ #1: “If I get a financial plan do I have to invest my money with you?”

ANSWER: Many advisors won’t do a plan unless you let them manage money for you.

That isn’t the case here.

You absolutely could let us manage your money in retirement but there is no obligation to work with us after the planning process if you don’t want to.

FAQ #2: “This sounds like a lot of work. What do I need to do?”

ANSWER:  It is a lot of work! But not for you!

We do all the heavy lifting during the planning process. All we need from you is 30 minutes to ask you a series of questions to better understand your financial situation.

After that our team will run the numbers…

Show you how funding your different goals impacts your overall financial situation…

Present you with a complete plan…

And answer any questions you still have about retirement!

It really couldn’t be any more straightforward to get started.

And you could get started just a few minutes from now.

All for the absolute bargain of $97.

And for that low price you don’t just get a financial plan.

You will get a complete breakdown of where you stand on funding your individual goals…

An analysis of how much you can actually spend in retirement…

An understanding of how much risk you will need to take to meet your objectives...

The ability to visualize what goals have been funded

A deep dive report on the impact of a market downturn on your retirement success…

How to course correct if your goals are off track...

A breakdown of what you will be able to leave to your heirs…

A long term care funding analysis to take your health in retirement into account…

And most importantly…

The ability to see exactly where you stand through a 1 hour consultation with a financial advisor.

So you can get all of your questions answered by a real human being that is legally obligated to act in your best interest.

All to give you absolute confidence about what you need to do to ensure a successful retirement.

This is hours worth of time on our part…

At an absolutely incredible price.

The reason we are making this deal is simple.

As fiduciaries we are only successful when our clients are successful.

Their success in retirement is what has allowed us to dramatically grow our business like nothing else.

Think of this no obligation low price planning offer as us planting trees today so we can sit in the shade tomorrow…

Because the reality is…

We think if you work with us on your financial plan…

You are probably going to be interested in retaining us for some of the other services we offer as well.

We are confident we can be your guide in retirement, but only if you take action, hence the great offer we are giving you.

It’s been said that 80% of success is getting started and that’s true.

So get started, let us show you a complete financial plan, and get the actionable data you need to make decisions about your retirement.

And we want you to retire successfully because your success is our success.

We think it’s great that you are taking the initiative to plan for retirement.

To get started, simply click the button below this video.

Hitting this button does not obligate you to do anything.

You’ll just be directed to another page, where you can review all the details of this special offer.

We think you are going to love the clarity you will get after going through the planning process.

You will get a complete breakdown of where you stand on funding your individual goals…

An analysis of how much you can actually spend in retirement…

A deep dive report on the impact of a market downturn on your retirement success…

A breakdown of what you will be able to leave to your heirs…

A long term care funding analysis to take your health in retirement into account…

And most importantly...

You also get that invaluable 1 hour consultation with a financial advisor.

We can’t wait to hear how much you love your financial plan…

And we look forward to working with you…
Copyright © 2021 Kingsview Wealth Management. All rights reserved.

Investment Advisory Services offered through Kingsview Wealth Management (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust & Insurance Services (“KTI”), by individually licensed and appointed insurance agents. Kingsview Wealth Management does not provide tax, legal or accounting advice. The information was prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors.