Maximized Retirement Assessment

Get a clear snapshot of where you stand—and where you're losing more than you should.

The Maximized Retirement Assessment is a simple yet powerful tool designed to help you uncover inefficiencies in the four most critical areas of your financial life: lifestyle certainty, milestone progress, growth potential, and legacy readiness.


It doesn’t just show you how much you’ve saved—it reveals how well your current plan is working to help you maximize what you keep.

By identifying gaps, risks, and overlooked opportunities, this assessment lays the foundation for applying the MACK Method—our proven strategy to help you keep more of your income, reduce waste, and retire with confidence.

Lifestyle Certainty

When you clearly understand how your income, expenses, and risk protections align, you gain confidence that your lifestyle is sustainable—not just today, but for decades to come. With that certainty, you can enjoy your retirement without the constant fear of outliving your money or facing unexpected financial strain.

Milestone Gaps

Identifying the missing links in your wealth-building strategy—like tax exposure, market vulnerability, or lack of protection—shows you exactly where your retirement plan may be leaking value. With this insight, you can take action to secure what you’ve built and ensure your plan can withstand life’s “what ifs.”

Growth Barriers

When you uncover hidden costs, inefficient investments, and missed opportunities for secure growth, you gain the ability to turn your portfolio into a more powerful income engine. Knowing how to eliminate barriers helps you maximize long-term value without unnecessary risk.

Legacy Readiness

A clear view of your estate plan, beneficiary strategy, and legacy intentions ensures that what you’ve built won’t just last—but last in the way you intended. With a plan that’s organized, tax-smart, and accessible, you leave behind peace of mind instead of confusion.

Part 1:

We’ll start by reviewing your current healthcare situation—what coverage you have, how it's working for you, and any gaps or concerns you may have. This gives us a clear starting point and ensures your decisions are grounded in your real-life needs.

Part 2:

Next, we’ll walk through your available plan choices in plain language, comparing costs, benefits, and coverage details side by side. You'll gain clarity on what each option means for your health and budget, so you can make confident, informed decisions.

Part 3:

Finally, we’ll outline how you’ll be supported not just during enrollment, but as your needs evolve. Whether it’s answering future questions, making plan changes, or navigating Medicare updates, you’ll have a trusted expert in your corner every step of the way.

Discover how to keep more of what you earned in retirement!

This quick guide reveals three smart, practical moves that can help you reduce financial waste, increase your income, and enjoy a more secure, stress-free retirement.

  • Find your “Keep Number” to stop money from slipping through the cracks

  • Time Social Security for maximum lifetime income

  • Make powerful, low-risk financial moves after age 60

  • Cut hidden fees and taxes that silently shrink your savings

Unsure how to start maximizing the money you keep?

(708) 794-8700

700 Commerce Drive,

Oak Brook, IL - 5th Floor

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