How to Create Consistent

Retirement Income
Designed to Help Lessen Your Exposure to Market Volatility

See if you qualify for a structured income strategy designed for
less fluctuation, and a stronger approach to risk management in retirement.

Most people focus on growing their savings…
but don’t have a clear plan for turning it into income.

Takes less than 60 seconds • No obligation

What is your primary reason for contacting us *

Reducing future taxes

Creating more tax-free retirement income

Reducing future RMDs

Leaving assets to beneficiaries more efficiently

Better understanding my Roth conversion options

What concerns you most about retirement? *

Paying higher taxes later in retirement

Losing too much money to Required Minimum Distributions (RMDs)

Running out of income in retirement

Uncertainty around my current strategy

Which best describes your current situation? *

Already retired

Planning to retire within 5 years

Planning to retire within 10 years

More than 10 years from retirement

To help determine whether our strategies may be appropriate for your situation, what is your approximate total retirement savings balance? *🔒 Your information is secure

If a strategy appeared to be a good fit for your situation, how soon would you want to implement it? *🔒 Your information is secure

What State are you located in? This helps us determine appropriate planning options for current your situation. *

Where should we send your match?

My email address is: *

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Almost done! What's your name?

First Name *

Last Name *

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Important: You'll receive your match after we verify your information

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By checking this box and providing my contact information, I agree to the Terms and Conditions of this page. I also consent to receive calls, text messages, and emails about account updates, reminders, educational information, and promotional offers from a licensed insurance advisor assigned to me after submitting this form. These communications may be sent using automated technology. Message and data rates may apply. Frequency may vary. I can opt out anytime by replying STOP to a text or using the unsubscribe link in emails.

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What This Strategy Is Designed to Help You Do

Strategies Designed to Help Support More Consistent Income in Retirement
Reduce exposure to major market downturns
Structure your income with more clarity and control
Avoid relying entirely on market performance
Help Preserve More of the Assets You’ve Worked Hard to Build

Who This Is Designed For

This strategy is typically best suited for individuals who:

Have $500,000 or more in retirement savings
Are approaching retirement or already retired
Want more predictability and less uncertainty

All it takes is a 15 minute call. Our team will do the rest and present you with the options that are available to you. No catch or commitment required.

SIMPLE PROCESS

Here’s How It Works

STEP 1 — QUALIFY

Answer a few quick questions to see if you’re eligible

STEP 2 — REVIEW

We take a look at your current situation and goals

STEP 3 — CLARITY

You’ll walk away with a clearer understanding of your options

All it takes is a 15 minute call. No obligations, no pressure, personalized to your situation.

Diversify Your Retirement Strategy Beyond Traditional Market Volatility to Help Create a More Balanced Income Plan.

This material is provided for educational and informational purposes only and should not be construed as individualized financial, investment, legal, or tax advice. Any strategies discussed may not be suitable for every individual. Please consult with a qualified financial professional regarding your personal situation before making any financial decisions.

This website and its content are not affiliated with, endorsed by, or sponsored by any social media companies such as Facebook, Instagram, Meta Platforms, Inc., or any of their affiliates. Facebook and Instagram are registered trademarks of Meta Platforms, Inc.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting, and Education services ARE offered through Modern Edge Capital LLC. Modern Edge Capital LLC is a separate and unaffiliated entity from Simplicity Wealth.

Book Your Discovery Call to uncover how market losses could impact your retirement

It Only Takes 15 Minutes

How to Create Consistent

Retirement Income
Designed to Help Lessen Your Exposure to Market Volatility

What This Strategy Is Designed to Help You Do

Who This Is Designed For

All it takes is a 15 minute call. Our team will do the rest and present you with the options that are available to you. No catch or commitment required.

SIMPLE PROCESS

Here’s How It Works

All it takes is a 15 minute call. No obligations, no pressure, personalized to your situation.

Diversify Your Retirement Strategy Beyond Traditional Market Volatility to Help Create a More Balanced Income Plan.

Privacy Policy

Terms Of Service

Book Your Discovery Call to uncover how market losses could impact your retirement

It Only Takes 15 Minutes

How to Create Consistent

Retirement IncomeDesigned to Help Lessen Your Exposure to Market Volatility

What This Strategy Is Designed to Help You Do

Who This Is Designed For

All it takes is a 15 minute call. Our team will do the rest and present you with the options that are available to you. No catch or commitment required.

SIMPLE PROCESS

Here’s How It Works

All it takes is a 15 minute call. No obligations, no pressure, personalized to your situation.

Diversify Your Retirement Strategy Beyond Traditional Market Volatility to Help Create a More Balanced Income Plan.

Privacy Policy

Terms Of Service

Retirement Income
Designed to Help Lessen Your Exposure to Market Volatility