Introducing: The Early Retirement Tune-Up
Whether you have a strategy already or are just getting started, get a detailed Early Retirement Financial Plan along with a structured review of your investment portfolio and tax strategies. You’ll also get 5-7 pages of detailed recommendations on how to retire sooner, unlock your retirement funds, and more.
Just $999
Nathan Kangpan | Founder & Lead Advisor
Licensed Fee-Only Fiduciary
Hi! I’m Nathan. I retired at 38 from a C-level corporate career where I led analytics and engineering teams. After the dust settled, I realized I missed working with others and started a second act as a flat-fee financial advisor. I felt others like me deserved more than the opaque services and high fees of traditional wealth managers.
Here’s how we helped others optimize their early retirement strategy in just three sessions:
Created multiple passive income streams for a former C-level exec to live off their assets without selling shares while they explored various second acts
Helped a senior HR professional reduce their estimated retirement timeline by 10+ years through withdrawal sequencing and Rule of 55
Unlocked hundreds of thousands of retirement funds to support early retirement through a custom rolling Roth conversion and 72(t) strategy
Disclosures: Client results are unique to each individual and their financial circumstances. Identified opportunities may differ from realized benefits. Past performance is not indicative of future results.
Pressure test your early retirement strategy
Here are the three areas we’ll go through together in detail during our sessions:
01. BUILDING TOWARDS EARLY RETIREMENT
- Timing: Are you on track for your target retirement date? What’s the earliest you could retire? How do you get there faster?
- Blind spots: Have you properly incorporated taxes into your calculations? What about the cost of health insurance?
- Lifestyle: How do you take into account your spouse wanting to keep their job? How do you think about affording college while retiring early?
02. FUNDING EARLY RETIREMENT
- Unlocking Retirement Funds: How do you efficiently access your retirement funds before 59.5?
- Withdrawal Strategy: What’s the best way to fund the first few years of your early retirement? Which accounts should you pull from?
- Spend Thresholds: How much can you safely spend each year? Is the 4% rule right for your needs?
- Additional Income: How would a small side hustle affect your plans? What about any passive income you already have?
03. INVESTMENT STRATEGIES
- Sequence of Returns: How can you protect yourself against sequence of returns risk?
- Alternative Portfolios: Are there other investment strategies like Risk Parity or Income-focused approaches that suit your needs better than a three fund portfolio?
AND MORE
Have a specific question in mind that you want answered as part of your Tune-Up? Reach out for a complimentary intro session and we can figure out how to include it in your analysis.
Complete Financial Clarity in Just Three Sessions
Our tune-ups typically take less than a month to complete from when you first reach out. Here are the three sessions we’ll have together:
01: Intro
We’ll get to know each other during a 30-minute conversation. We’ll ask a bit more about what you’re looking for and you get a chance to learn more about us. There’s no cost for this session and no obligation to proceed.
02: Blueprint
If you want to move ahead, we’ll set up an hour together to collaboratively build an interactive financial map of your income, assets, expenses, and early retirement goals.
03: Recommendations
We come back to you with a detailed, 5-7 page financial plan identifying the key gaps and recommendations for your early retirement strategy. We’ll spend an hour going through this together and you’ll keep all the materials after.
Let’s Start the Conversation
Reach out and we’ll set up a complimentary 30-minute intro call to learn more about getting an Early Retirement Tune-Up for just $999.
Request an Intro Call
Enter your email below and I’ll reach out to set up a 30-minute intro call.
Or Email Me Directly
Email me at [email protected] with the subject “Tune-Up” to get the conversation started.
Common Questions:
Q: Do I have to sign up for ongoing services after?
- Nope. Our Tune-Up is meant to provide you with the core strategies and recommendations you need to continue managing your finances on your own. There’s no obligation to sign up for ongoing services.
Q: What if I want ongoing help after?
- We’d be happy to explore working together on an ongoing basis. Our ongoing, comprehensive wealth management services start at just $599/month with no long-term obligations.
Q: Is this virtual or in-person?
- We are based in the Philadelphia area but work virtually with clients across the US.
Q: What do I need to prepare before an intro call?
- There’s no need to prepare anything in advance of the complimentary intro call. If you’d like to proceed with the full tune-up, we’ll send you a list of key items that we’ll need from you before our Blueprint meeting. Many items are optional, but the more info you give us the better our recommendations will be.
Q: I already have an advisor, is this still useful?
- Possibly. If you feel your current advisor is not providing you with the early retirement help you need then our Tune-Up functions as a more structured second opinion on your finances. If you’re not sure, reach out to set up a complimentary intro call and we can talk through whether this is the right fit for you.
I’d love to meet you, let’s chat!
Nathan Kangpan | Founder & Lead Advisor
Licensed Fee-Only Fiduciary
My Story