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Boutique Family Office CFO

Plan Confidently, Retire Successfully



A complimentary 4-step process to reduce taxes, grow wealth, and maximize retirement income—backed by our SWAG Retirement Roadmap.

Get Your Retirement Scorecard Now
Retirement Confidence Scorecard

What Is the Retirement Confidence Scorecard™?

The Retirement Confidence Scorecard™ is a free tool designed to help individuals approaching retirement:

  • Evaluate their current financial readiness
  • Identify blind spots and missed opportunities
  • Receive expert feedback and custom next steps

Whether you’re wondering how to lower taxes, secure more income, or leave a lasting legacy, this quick scorecard provides instant clarity—then gives you the option to speak with a fiduciary advisor to explore your personalized results.

Get Your Retirement Scorecard Now
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Ready to Begin Section

Ready to Begin?

Take the Retirement Confidence Scorecard™

Answer a few simple questions about your current retirement strategy.

Receive a score that reflects your preparedness across four key areas:

  • Tax Efficiency
  • Investment Strategy
  • Retirement Income
  • Legacy Planning
Start My Free Scorecard Now
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What Happens After

What Happens After You Complete It?

You’ll receive a personalized results summary and the opportunity to book a Right Fit Call to review your findings with one of our fiduciary advisors.

Who Should Take This?

A clear 4-step process to help you reduce taxes, invest wisely, maximize retirement income, and secure your financial future.

 

The Rice Menu

Individuals aged 50+ planning for retirement





Those with $500,000+ in investable assets





Families seeking trusted, fiduciary advice on taxes, income, investments, and estate planning

Your Free Retirement confidence Scorecard™

A 4-step process showing you how to lower taxes, invest smarter, maximize retirement income, and achieve financial clarity​

Step #1 — Right Fit Call

Purpose:

Discuss your Scorecard results with an advisor to ensure our services align with your needs.

What You’ll Cover:
  • Scorecard Insights: Understand your strengths and areas for improvement.
  • Retirement Goals & Priorities: Share your vision and short-term needs.
  • Our SWAG Retirement Roadmap: Learn how we approach taxes, income, investments, and legacy planning.
  • Next Steps: Decide if we’re a fit or walk away with clear value and recommendations.
Book Your Right Fit Call

Step #2 — Discovery Meeting

Purpose:

Explore your complete financial landscape to build a personalized retirement plan rooted in clarity and strategy.

What You’ll Cover:
  • Retirement Goals & Vision: Define what success looks like for you and your family.
  • Tax Inefficiencies: Identify where you may be losing money unnecessarily.
  • Investment Alignment: Review your current portfolio to ensure it supports your income and risk goals.
  • Sustainable Income Strategy: Build a retirement income plan that lasts and adapts.

Step #3 — High-Level Recommendations

Purpose:

Provide a tailored strategy preview based on everything we've learned about your goals, gaps, and opportunities.

What You’ll Cover:
  • Key Findings from Discovery: Review the insights gathered during your Discovery Meeting.
  • SWAG Roadmap Overview: Preview the structure of your personalized retirement plan.
  • Next-Step Decision: Decide whether to move forward with implementation or engage in our one-time planning service.

Step #4 — SWAG Retirement Roadmap

Purpose:

A customized one-time planning engagement designed to deliver clarity, confidence, and control over your retirement future.

What You’ll Receive:
  • Income Optimization: Maximize retirement income and withdrawal efficiency.
  • Portfolio Strategy: Align investments with your retirement timeline and risk profile.
  • Inflation Stress-Testing: Evaluate how market and cost-of-living changes may impact your plan.
  • SWAG Vault Access: Secure, centralized document storage and ongoing strategy reference.
  • Satisfaction Guarantee: We stand behind the value of this plan—risk-free to you.
Service Fee:

0% upfront / 50% upon delivery — fully refundable if unsatisfied.

Start Building Your SWAG Roadmap

Take Control of Your Retirement

Your retirement deserves more than guesswork. The Retirement Confidence Scorecard™ is the first step toward a secure, confident financial future—powered by expert planning and proactive insights.

Let's Talk