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.
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.
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.
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
Because most allocations are chosen quickly under pressure, then left untouched for years. That “set it and forget it” decision often locks you into high fees, limited fund choices, and poor fit for your actual goals.
Many plans bury costs inside mutual funds and target-date funds. Even one or two percent in extra fees can quietly erode hundreds of thousands of dollars over a career.
Target-date funds are designed for convenience, not precision. They treat every employee the same, regardless of risk tolerance, tax situation, or outside assets.
That is exactly why a rebuild matters. We reallocate within the available menu to reduce fees, optimize exposure, and keep the plan in sync with your other accounts.
Yes. We build glide paths that evolve over time instead of leaving your allocation static. This means your risk and return balance adjusts as your life and goals change.
Your 401(k) is often your largest retirement account, but it is only one piece of the picture. We integrate it with IRAs, Roth accounts, and taxable portfolios so everything works as one coordinated plan.
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
Preserve, compound,
and protect wealth
with discipline.
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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.
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