Comprehensive
Retirement Planning
Built Around Your Life
We create retirement plans that integrate income, taxes,
investments, healthcare, and legacy goals. Our process produces
a clear roadmap so you can retire with confidence and preserve
what matters most.
Aion Retiement
THE BAR IN THE INDUSTRY
Why choose us?
Are you someone struggling to grow your Annuity business?
Lifetime income design
Combine Social Security optimization, pensions, and annuities with portfolio withdrawals to create a reliable income floor.
Tax-smart distribution
Coordinate RMDs, Roth conversions, and taxable withdrawals to reduce lifetime tax drag. Buying shared leads
Risk-managed spending
Scenario planning for market downturns, inflation, and healthcare shocks to keep your
lifestyle steady.
Retirement Planning
for a Secure
Retirement Income Blueprint
Map dependable income sources—Social Security, pensions, annuities, and planned withdrawals—so essentials are covered and spending is predictable.
Spending Forecasts & Cash-Reserves
Project expenses across early, mid, and late retirement and set appropriate liquid reserves to avoid forced selling during market downturns.
Flexibility & Longevity Planning
Plan for longevity with scenario testing, dynamic withdrawal strategies, and optional guaranteed income solutions to protect against outliving your assets.
Retirement Planning: A Clear
Path to Financial Freedom
Retirement planning creates a personalized roadmap that turns your savings, income sources, and life goals into a sustainable, stress‑tested retirement. We evaluate your expected expenses, income streams (Social Security, pensions, annuities, investments), asset allocation, tax situation, healthcare and long‑term care risks, and legacy wishes. Then we design a withdrawal strategy, savings plan, and risk‑management measures—including emergency reserves, insurance reviews, and inflation protection—to balance current lifestyle, future spending needs, and longevity risk.
The plan is regularly revisited and adjusted for life changes (career shifts, health events, market swings) so you stay on track toward a confident, flexible retirement.
Retirement Planning —
Secure Your Tomorrow
Goal‑based saving
Define retirement goals and align contributions accordingly.
Diversified investments
Spread risk across assets to protect and grow your nest egg.
Income strategy
Plan withdrawals and guaranteed income to cover expenses in retirement.
1350+
PARTNERS
700+
Monthly appointments
We are here to help you grow your business
Whether you’ve just joined Aion Retirement or have been with us for years, our dedicated team focuses on each stage of your client acquisition pipeline. It begins with an Account Manager who onboards you onto our platform within 7 days of joining.
Frequently asked Questions
Do you have any questions? We are here for you.
What is your retirement planning process?
We follow a four-step approach: Discovery Call (learn your goals), Custom Strategy (personalized retirement plan), Implementation (we handle paperwork and execution), and Ongoing Partnership (regular reviews and updates).
What happens during the Discovery Call?
30–45 minute, no-obligation conversation to understand your goals, current accounts, income needs, timeline, and priorities. Bring recent account statements and recent tax returns if available.
How do you create a retirement plan for me?
We build a plan based on your goals, risk tolerance, income needs, and timeline. Deliverables typically include cash-flow projections, an investment allocation recommendation, income sequencing, and steps for implementation.
How long does it take to get a plan?
After the Discovery Call, most clients receive an initial plan and recommendations within 1–2 weeks, depending on complexity and document availability.
Will you handle rollovers, account setup and paperwork?
Yes. During Implementation we coordinate transfers, beneficiary updates, account openings, and any trustee-to-trustee moves to minimize friction and avoid tax or penalty issues.
How do you plan for income in retirement?
We combine guaranteed sources (pensions, Social Security), systematic withdrawals from accounts, and tax-aware sequencing to create a predictable, sustainable income stream that covers essential expenses first.
Do you model Social Security and Medicare in the plan?
Yes. We include Social Security claiming strategies, Medicare timing and premium considerations, and expected healthcare-related costs in our projections.
