The Warsaw Capital Partners Process is tailored around you. At our first meeting, we discuss your hopes, dreams and any concerns that you might have. From there, we analyze all of your financial data and perform a myriad of WCP proprietary, services, creating solutions that make sense for you.

Albert Einstein once said, “You have to learn the rules of the game, and then you have to play better than anyone else.” Our main objective throughout this process is to educate you simply and effectively, so that you can make the best decisions that allow you to reach your goals. We will never charge you a hidden fee, and we will never recommend a product, service or partner that we don’t 100% believe is in your financial best interest.

The Master Plan

Using advanced technology and our expertise, we create a plan that’s focused on your priorities. These solutions are tailored to your family’s or organizations goals and results.

• Retirement Income Strategies
• Social Security Analysis and Recommendations
• Retirement Accounts/Rollovers/Advanced Strategies (401k, 403b, 457, IRAs, Roth  IRAs, Roth 401k)
• Pension Decisions (Buy Out vs. Defined Benefit)
• WCP Asset Allocation
• Required Minimum Distributions
• Tax Strategy
• Advanced Insurance Strategies
• Annuity Health Check: Consolidations, Elimination, Reconfigure, Replacement and New Solutions, Review Proposals
• Back Testing
• Legacy Planning & Execution

We will work with you until everything is exactly as you need and will deliver results. You living your goals and preferred lifestyle.
100% Satisfaction Guarantee

(All Legal & Accounting, if needed, will be done with a trusted partner Attorney or CPA. You may also use your own upon request.)

Pension System & Retirement Account Decisions

Thinking about retiring?
Have a New Pension buyout?
401k Rollover?
Too many options or not enough?

Proper income planning is one of the most important decisions you can make.

Most of the time, within the rules of your pension system and retirement accounts along with advanced outside strategies, there are solutions and options that were never disclosed, discussed, or considered. Your company, their third-party administrator, your co-workers and even many financial advisor just do not have the education or access to all the options available to you and what will get YOU to your goals and your desired results.

We have heard countless stories from people who thought they made the best decision, only to find, it was not. You can only make this decision once. You cannot afford to hope you are making the best decision for you and your family.

We are experts, committed to helping you get it right. The rewards are a higher standard of living, increased net worth and total peace of mind.

You will be thoroughly educated on all the options and the advanced strategy that fits you best.

Retire Comfortably, Doing what you love…  All by design.

Retirement Income Strategies

You worked hard for your money, and you deserve to enjoy it.

The perfect retirement requires a complete, easy for you to understand solution with a tailored income plan.

Tell us what your hopes and dreams are, and our team of experts will work with you to make them a reality.

Never having to worry about outliving your money, creating guaranteed income streams that pay you and your loved one(s) for life, maintaining or exceeding your existing standard of living throughout the year, is our mission. All with total peace of mind.

Anywhere you will get re-occurring income is in the plan.

Social Security Strategies

• RMDs
• Pensions
• Annuities
• Life Insurance
• Investments

We come up with your best income strategy and then tailor it down to how much.

The WCP Second Opinion

You may love your current advisor, be absolutely sure you have everything handled, or just feel like you don’t have time to think about it right now, but that doesn’t mean you do not need a trusted second opinion.

You will get one of two things from this meeting:

1. A clean bill of health, or
2. What you need to know, why and what will get you a better result.

Over 95% of the time, we can show you how to improve your current plans simply and effectively.

Annuity Health Check

• Are you thinking about adding or replacing an annuity in your portfolio?
• Do you know how your annuity is performing?
• What type you have and how it REALLY works?
• Are you fully educated on all of your annuity’s fees and riders?
• Does your annuity guarantee you safety?

We’ll go through all these questions with you, making sure you have all the information you need to ensure that your current or proposed annuities are performing the way you need them to.