The RIO Map™ provides you a guide based on the latest distillation of Retirement Income research so you don’t have to put it together yourself.
It keeps you focused on the key variables for your success while keeping you from going down any rabbit holes.
The Funded Ratio is a specific type of financial plan we developed to assess and better understand your current strategy allocation between your Reliable Income, Diversified Portfolio, and the Contingency portions of your RIO Map.
The Funded Ratio is used to determine the dollar amounts of your goals, assets, and liabilities, and then quantify any gaps between the related asset and liability components within your RIO Map. Basically, it determines how compatible your preferences are with your economic reality.
You’re standing at the crossroads of your retirement income journey. Of the two roads before you, the one on the left is the road you’ve been traveling… it’s rough, uphill, rocky, and confusing.
On the right, the road less traveled. It’s smooth, paved, and shown to be the shortest path to your Retirement Income success!
Alex Murguia, Ph.D.
CEO, McLean Asset Management Corp.
Do I need to have paperwork ready for the online interview?
No. The RIO Map™ questions were designed so you can answer without needing statements of any kind.
For the Funded Ratio plan, you will just need aggregate information regarding your assets.
Will I have access to my reports?
Absolutely! (But not right away.) The reports take time to build, so we will have them ready for you at your working session.
How do we meet?
We will meet virtually using GoToMeeting. We will share our screen with you so we can actively collaborate on your plan during our session. If you prefer (and you live in the DC metro area), we can also meet in-person at our office.