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Complimentary virtual retirement review

See how all the pieces of your retirement fit together.

Bring your questions, retirement accounts and income goals. FortiGuard will help organize the complete picture before discussing what—if anything—should change.

Request my free Blueprint
Example Genesis Retirement Blueprint retirement income analysis

A report you can understand

Turn scattered information into a visual plan.

Your Genesis Blueprint can organize retirement income sources, account values, timing assumptions and important planning questions into one clear report.

Fictional client example for illustration only. A report is provided when appropriate and is educational—not a recommendation or guarantee.

What to expect

A simple three-step process.

  1. 01

    Tell us about your goals

    Answer six short questions and share the retirement details our team needs to prepare.

  2. 02

    Meet with FortiGuard

    Discuss your accounts, income sources, timeline and concerns through a private Google Meet conversation.

  3. 03

    See your retirement picture

    When appropriate, receive a visual Genesis Retirement Blueprint showing how the pieces may work together.

Start your complimentary review

Tell us what you want your Blueprint to clarify.

These questions help our team understand your retirement timeline, income sources, accounts and priorities before you meet.

01Where are you in your retirement journey?
02What best describes your current work situation?
03Which retirement accounts do you currently have?
04Which retirement income sources may apply to you?
05How confident are you that you are on track?
06What would you most like your Blueprint to clarify?

The review and Blueprint are educational and do not require a rollover, transfer or product purchase. Retirement-plan rules and eligibility must be confirmed by the applicable plan administrator. FortiGuard Financial does not provide tax or legal advice.