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Our Services

Retirement & Estate Planning

We help families protect and pass on wealth. From Social Security and pension integration to multi-generational estate transfers, we design retirement paths that balance lifestyle security with legacy goals.

Retirement & Estate PlanningRetirement & Estate Planning
Retirement & Estate Planning
Why This Matters

Most retirement plans stop at a single question: “Do you have enough?” But real planning goes further–integrating income, lifestyle, Social Security, pensions, and estate transfers into one seamless strategy. At Revise, we design retirement paths that not only secure your lifestyle but also protect your family’s future.

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Our Approach

  • Income Planning: Align Social Security, pensions, and portfolio withdrawals into a steady, tax-efficient stream.
  • Longevity Protection: Structure assets to reduce the risk of outliving your wealth.
  • Estate Transfer: Build tax-aware strategies for passing wealth to the next generation.
  • Account Coordination: Manage IRAs, Roths, 401(k)s, and brokerage accounts as one ecosystem.
  • Legacy Goals: Balance lifestyle needs today with charitable giving and inheritance priorities tomorrow.

What Makes Revise Different

Integrated Design

Retirement and estate are managed together, not as separate silos.

Adaptive Planning

We adjust to changes in markets, health, and tax law to keep your plan relevant.

Family-Centered

Strategies are built to protect spouses, children, and heirs—not just the account owner.

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Who We Serve

While Revise is open to all, our retirement & estate planning services are particularly well-suited for:

  • Families nearing or in retirement who want confidence in their income path.
  • Professionals looking to secure both lifestyle and legacy.
  • Individuals seeking to simplify complex account structures for heirs.

FAQs

Next Steps

The goal is clarity. Our process begins with a simple conversation to see if our approach is the right fit for your family's future.

Who we are

Protect today,
secure tomorrow.

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Copyright ©2025 Revise. All rights reserved.

Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.

Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.

Content on this site is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.

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