Saturn Wealth’s RING Retirement System

Saturn Wealth’s RING Retirement System helps our clients create a comprehensive plan they can be confident in.

*The term “nest egg protection” is used for entertainment purposes only. By using this term, we make no guarantees of investment success, as all investing involves risk.

Risk Analyzation

We start by analyzing your risk tolerance. Depending on several factors like your age, personal financial goals and what your current situation is, we can narrow down specific products that will be best for moving you forward.

Income & Expenses

We will then look at your income and expenses. We identify how much you will need to sustain the lifestyle you want during your retirement.

“Nest Egg”
Protection* Strategies

With the information at hand, we help put together comprehensive asset protection strategies suited to your unique individual needs. Because nothing in life is certain, we will meet often and modify your plan as situations change or arise.

Generational Wealth

The last part of your plan will offer options on legacy planning and charitable giving. We work with amazing partners that can assist in setting up trusts and wills to make sure those closest to you will always be taken care of.

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What to Expect

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Discovery

Discovery meeting where we get to know each other and address your goals and concerns.

Income and Investment Plan
Tax-Efficient Plan
Medicare Plan
Legacy Plan

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Exploration

We share the details on constructing your complete retirement income plan.

Income Analysis
Cost Analysis
Tax-Efficient Analysis
Social Security Optimization

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Launch

Recap and review of your Ring Retirement Plan and how it will affect your future.

Policy Delivery
Online Log-ins
Account Information
Ambassador Program

No investment strategy can guarantee a profit or protect against loss in periods of declining values. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Saturn Wealth are not affiliated companies.

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