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Retirement Income Confidence Starts with Clarity — Do You Know Your Blind Spots?

You've worked hard to save. But even a strong nest egg can crumble if hidden risks go unchecked.

The truth is: most retirement income plans look fine on paper — until life hits.

One market dip can shrink your income overnight

A tax hike can quietly drain your accounts

A medical bill can wipe out years of savings

What This Checkup Covers (3 Pillars)

Your free 60-second retirement income checkup reveals where you stand in the three areas that make or break retirement:

Income Plan

Predictable, sustainable monthly income aligned to your real cost of living

Growth Plan

Investments balanced between short-term liquidity and long-term growth

Tax Plan

Strategies to avoid silent tax traps like RMDs, capital gains, and estate pitfalls

Meet Your Advisor – Mark Shelby

Mark Shelby founded Vertical Wealth Management in 2010 with a simple mission: provide clear, no-nonsense financial guidance that helps clients move upward with confidence. With an MBA in Finance from St. Leo University and a background in business administration from the University of Wisconsin–Platteville, Mark combines academic rigor with over a decade of real-world advisory experience.

He holds multiple professional designations (Series 6, 22, 63, 65, AIF, CFF) and serves clients through a virtual-first model — blending personal relationships with institutional-level capabilities.

MBA FinanceSeries 6, 22, 63, 65AIF, CFF10+ Years Experience

In under a minute, you'll see:

The blind spots threatening your retirement income

Where you're most exposed to risk

The first step to securing income you can't outlive

Questions? Call us at (555) 123-4567 or email info@verticalwealth.com