What Is the Retirement Blueprint?

The BWM Retirement Blueprint is a personalized, one-time planning experience designed to help you transition into retirement with clarity and confidence. Whether you're five years away or already retired, this session will give you a complete, objective look at your retirement readiness — no fluff, no product pitches.

We’ll walk through the three areas that make or break most retirement plans:
📄 Your Tax Return – uncover savings opportunities and plan ahead for RMDs, Social Security, and Roth strategies
📈 Your Investments – review risk, diversification,  and long-term suitability for income
💸 Your Retirement Paycheck – create a reliable, tax- aware income strategy so you know exactly how your lifestyle will be funded

Who It’s For
- Pre-retirees who want to test their current plan - Recent retirees unsure if they’re doing the right     things
-  Individuals or couples who haven’t had a true          retirement strategy
- DIY investors or clients working with a broker          but want more planning depth

What You’ll Get
-  A written summary of findings and                            recommendations
-  A clear, easy-to-follow income plan Peace of          mind that comes from knowing your next              step   
-  Optional monthly support if you want                      ongoing guidance after the session

Let’s Build Your Blueprint Retirement is too important to guess your way through. The BWM Retirement Blueprint gives you a clear view of where you stand — and how to move forward with purpose.