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
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. The report is educational—not a recommendation or guarantee.
What to expect
A clear, complimentary process.
- 01
Schedule your intake
Answer a few questions, choose a time and meet privately with FortiGuard through Google Meet.
- 02
Tell us your story
During the free intake call, we discuss your income, retirement situation, accounts, priorities and goals.
- 03
Review your Blueprint
We typically meet again the following week to present your personalized Genesis Retirement Blueprint and discuss your retirement plan.
- 04
Receive your report
After the presentation, we email your free Blueprint. A third call is scheduled only when useful, including when potential assets may need further review.
All calls and the Blueprint are free. We do not request Social Security numbers, driver’s-license information, account login credentials or payment during this process.
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.
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.