How exposed
is your retirement?
Four assessments, one coordinated picture of your retirement, all in one place. Risk, portfolio stress, income durability, and tax exposure – each step designed to surface gaps many people never see until it’s too late.
Start with Step 1: Risk Score. It takes about 3 minutes.
Start with Step 1: Risk Score.
It takes about 3 minutes.
Step 1: Risk Score
[ ~ 3 minutes ]
Do you know your investment risk profile? This is key to determine how much risk you are comfortable with and to tailor your investment strategy. It becomes very powerful when compared with your portfolio stress test.
Step 2: Portfolio Stress Test
[ ~ 5 minutes ]
How could your portfolio handle major market scenarios? This step applies your holdings or a model against several market conditions to help reveal how well your portfolio is, or is not, aligned with your risk profile.
Step 3: Retirement Paycheck Analysis
[ ~ 3 minutes ]
Can your portfolio provide for you for in retirement over 20, 30 or more years? This step helps shine the light on the dark…and bright spots of your retirement income picture.
Step 4: Retirement Tax Snapshot
[ ~ 4 minutes ]
Taxes can affect every component of your retirement plan. Higher taxes, over the course of your retirement could be devastating to even the most successful savers. This step is crucical to anyone serious about a more secure retirement.
What you’ll uncover as you move through your Retirement Clarity Path:
- How much investment risk you’re actually carrying
- How different scenarios could impact your portfolio
- Whether your portfolio can sustain your retirement income
- Hidden or unnecessary retirement tax traps
- Where retirement taxes could impact your income
- Gaps and opportunities in your current retirement structure
How this all works together
Your retirement plan isn’t just numbers. It’s a coordinated design.
The Retirement Clarity Path helps you look at risk, portfolio structure, and taxes together – because each decision affects the others.
Many retirement plans fail not because of one big mistake – but because risk, portfolio, income, and taxes were never looked at as a connected system. The Retirement Clarity Path can help change that.
It's one way more can help you move from scattered decisions to a coordinated retirement plan.
- more clarity
- more security
- more confidence
- more clarity
- more security
- more confidence
The person behind the process:
Michael Anthony
Michael is a licensed IAR, which holds him to a fiduciary responsibility, who founded More Wealth Management for one kind of person: someone who’s spent decades making intentional financial decisions and now want the next chapter to be just as focused.
He works with people who have built meaningful assets but feel like those assets are operating in silos. His work is about bringing those pieces into a coordinated structure designed around you: your income, your tax picture, and the retirement you actually want.
Most of his clients aren’t starting over. They’re trying to optimize what they’ve already built.
Important planning note:
To preserve the depth each client deserves and to maintain planning standards, Michael only accepts a limited number of new Retirement Design clients each quarter.
If you’d like a coordinated, in-depth review of your plan, schedule a visit below.
Michael Anthony
Michael is a licensed IAR, which holds him to a fiduciary responsibility, who founded More Wealth Management for one kind of person: someone who’s spent decades making intentional financial decisions and now want the next chapter to be just as focused.
He works with people who have built meaningful assets but feel like those assets are operating in silos. His work is about bringing those pieces into a coordinated structure designed around you: your income, your tax picture, and the retirement you actually want.
Most of his clients aren’t starting over. They’re trying to optimize what they’ve already built.
Important planning note:
To preserve the depth each client deserves and to maintain planning standards, Michael only accepts a limited number of new Retirement Design clients each quarter.
If you’d like a coordinated, in-depth review of your plan, schedule a visit below.
No pressure. No sales tactics.
Just a focused 15–30 minute conversation to review what you discovered and decide whether a deeper look makes sense.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and More Wealth Management, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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