Our Process
Your future, tailored for you.
Revise's process was designed from the ground up to make sure every customer, at every asset range, receives the best possible plan to make their retirement dreams a reality.
Introduction
Learn how Revise can help and see if we’re a fit.
Fact-finding research
We’ll confirm your needs during a deep, qualitative and quantitative fact-finding and goal defining process that follows a holistic, fiduciary model.
Revise Retirement Blueprintâ„¢ Presentation
The formal presentation of your retirement plan with explanations of various recommendations and improvements.
Execution
After your approval, we assist with document prep and asset transfers or purchases.
Maintenance and support
Gain access to your dashboard to review vitals and connect with our team on an ongoing basis to review your financial progress.
Soundly researched.
Our plans are only as good as our understanding of you. We follow a deep fiduciary fact-finding process to ensure our picture of your goals, risk tolerance, and asset mix is as high-definition as possible so we can eliminate surprises later on in your retirement journey.
Portfolio comparison
Scenario analysis
Monte Carlo simulation and stress testing
Tax considerations
Revise Retirement Blueprintâ„¢
We lay out a wholly bespoke plan that incorporates hundreds of datapoints about your life and how to optimize your financial journey. We can execute everything inside your plan fully in-house.
Probablility to retire on time
Roth conversion opportunities
When to take Social Security or other income
Asset sales
Ongoing care and insight
Your financial situation is dynamic. We are constantly monitoring your plan to ensure it’s timely and matches your goals, even if our original assumptions need to change.
Spend analysis
Emergency planning
Health and insurance
Legacy planning
Testimonials
Don't take it from us.
Who we are
Eliminating retirement
risk for a new generation.
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Revise Insurance Group LLC, doing business as Revise Annuity, is a licensed insurance producer authorized to transact in all states. We are domiciled in Illinois under #3002790618 and operate as Revise Insurance Solutions in California under #6012761.