T H E B I G R E T I R E M E N T C H E C K U P
Seven Questions You Should Know the Answers To.
You earned it. Can you keep it?
Book a no-cost, no-obligation first meeting. No products — just clear answers, backed by math.
STEP 1 — ABOUT 10 MINUTES, NO COST
Learn how the checkup works, what the seven questions reveal, and whether it makes sense for you — before you
answer a single question.
AS COVERED IN THE VIDEO — HOW M ANY CAN YOU ANSWER TODAY?
These are the seven questions the checkup answers. Read through them, then take the 60-second quiz to
see if we might be a fit.
Will I be OKAY?
2
How much of my money is PROTECTED from a market crash?
What's the most I'm COMFORTABLE LOSING -- financially or emotionally?
Do I have a BUCKETS STRATEGY to help manage RISK, INCOME, & EMOTIONS?
Can you help me REDUCE MY ADVISORY FEES?
Do I have an INCOME PLAN for Sequence of Returns Risk (retiring at an unlucky time)?
Do I have a SOUND TAX PLAN for capital gains, deferral, and/or tax free income?
If we can't find at least 2 failure points worth fixing, we'll tell you — you might not need our help. You keep the completed checkup either
STEP 2 — SEE IF WE MIGHT BE A FIT
ATX FINANCIAL PLANNING
That's the #1 question we can help quantify. We'll help
identify potential failure points, seek to fix problems that
are important to you, and create a financial plan backed
by math & statistics.
Lower your risk by limiting your losses. Protect part of your portfolio from significant stock market losses. You earned it. Can you keep it?
Challenge us to see if we can lower your advisory fees
by 20%. We hope we can, but maybe we can't. Let's
find out. Straightforward advisory fees. No blended
tiers. Virtual meetings help keep overhead — and your
fees — low.
Hate paying unnecessary taxes? So do we. Let's look for opportunities to reduce them. Long-term capital gains vs. dividends vs. interest — do you know which is best for you, and why? Roth conversion strategies can be great, but they're not for everyone.
Separation: Separate your money into buckets with distinct risk levels and purposes. Income: Draw more income from lower-risk assets, giving growth assets more time to grow. Emotions: Reduce the risk of fear sabotaging your retirement.
Virtual meetings are convenient and efficient. Full-service planning: Risk + Retirement + Income + Tax + Estate + Health. Fiduciaries focused on your best interest, for clients with $500,000+ of investable assets.
OUR PRIMARY CUSTODIAN — BY THE NUMBERS*
Everything in this box is about Charles Schwab. These are Schwab’s figures and awards — not ATX Financial
total client assets
40.3 million
brokerage accounts
10.68 million
daily average trades
2.4 million
banking accounts
$1.62 trillion
in proprietary mutual funds and ETFs
* All numbers above are Charles Schwab’s — total client assets, brokerage accounts, daily average trades, and all other numbers
are as of September 30, 2026.
SCHWAB RECOGNITION FOR CLIENT SATISFACTION, CUSTOMER SERVICE, AND
TRUST
JD POWER | 2026
Highest in Customer Satisfaction for
Direct Bank Checking Accounts
FORBES | 2026
Best Customer Service list
INVESTOR'S BUSINESS DAILY | 2025
Most Trusted Financial Companies
STOCKBROKERS.COM | 2026
#1 Overall Broker
End of the Charles Schwab section. ATX Financial Planning is separate from Charles Schwab — Schwab appears here only as ATX’s primary custodian.
TX FINANCIAL PLANNING — THE BIG RETIREMENT CHECKUP
Copyright © 2025 | ATX Financial Planning LLC | Privacy Policy | Form CRS
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