Are You Confident in Your Retirement Plan?

Let’s Make Sure.

Most retirees unknowingly make costly mistakes. This 1-hour session helps you identify blind spots, avoid overpaying in taxes, and secure your financial future.

Are You Confident In Your Retirement Plan?

Let's Make Sure.

Most retirees unknowingly make costly mistakes. This 1-hour session helps you identify blind spots, avoid overpaying in taxes, and secure your financial future.

WHY PEOPLE LOVE STARTING HERE

We think you'll love it, too.

We start by getting to know you

—not just your accounts.

You’ll think differently about retirement from the very first conversation.

This meeting gives you a chance to experience how we think, how we plan, and how we communicate.

The fee ensures this is a working session with nothing held back. We are focused entirely on you.

WHAT YOU'LL GET IN THIS SESSION

What You'll Receive For Your $400 Investment

✔ Retirement Income Review – Are you set up for consistent income during retirement?

✔ Tax-Saving Opportunities – Could you be paying less in taxes?

✔ Social Security & RMD Optimization – Are you making the right timing decisions?

✔ Investment & Risk Analysis – Is your portfolio aligned with your retirement goals?

✔ Estate & Legacy Checkup – Are your assets structured to protect your family?

WHERE DOES YOUR $400 GO?

Smart Ways to Use Your $400 investment.

At the end of our session, you’ll choose:

✔ Apply your full $400 as a credit toward your customized Retirement Rx Plan ($2,600 value)

✔ Apply your full $400 as a credit toward your customized Retirement Rx Plan: DIY Edition online experience.

($2,000 value)

✔ Donate it to Folds of Honor, a charity that supports military widows & orphans

WHO THIS IS FOR

Is This Right For You?

This is for you if:

✅ You want a clear understanding of your financial position before making big decisions

✅ You’re looking for honest guidance from credentialed professionals - with nothing held back.

✅ You’re willing to invest in professional advice that could help you save on taxes or potentially increase your retirement income

This is NOT for you if:

❌ You’re looking for a free chat with no real value

❌ You’re not willing to take action on your retirement strategy

❌ You prefer to “wing it” instead of making informed financial decisions

Secure Your Spot -

Let's Get Started

One-hour session: $400

Held via Zoom or in-person

Spots are limited - book yours today

204 Griffin Park Drive

Birmingham, AL 35242

Investment advisory services offered by duly registered individuals through Creative One Wealth, LLC a Registered Investment Advisor. Creative One Wealth, LLC and Red Mountain Financial are unaffiliated entities. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

We do not provide tax or legal advice. Always consult with qualified tax/legal advisors regarding your own unique circumstances. Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. COD00023256