Private Client · confidential

Request your coordination review.

Fifteen minutes with a Senior Retirement Expert who puts your situation in order of priority: what needs attention first, who should own it, and what can safely wait.

15 minutes Video or phone No cost, no obligation

Tele-WealthVirtual & Phone Appointments

Coordination reviews are held by Zoom or phone — no office visit required.

12+ years each

Retirement & income planning experience

3,000+

Retirement income strategies reviewed

$3 billion+

Retirement assets analyzed

Each of our Experts brings at least 12 years of successful college funding and retirement planning experience, beginning with A+ Rated Carrier Training.

Reserve your review

Two steps: tell us where to send the confirmation, then choose a time. Your details go straight to the Expert who prepares the review.

Step 1 of 2 · about 40 seconds

Tell us where to send your confirmation.

Then the calendar opens with your details filled in. The four optional questions below are what let your Expert prepare instead of interviewing you for the first ten minutes.

First name *Last name *Email *Mobile phone *When do you plan to retire?Retirement savings to dateLargest accountBiggest concernBest time to reach you

Send me the signed Fiduciary Pledge before my call. Your Retirement Expert signs the written pledge — their legal commitment to act as a fiduciary and put your interests first on every recommendation — and emails it to you ahead of the appointment.I agree to be contacted by My IRA Hero by phone, text, and email about my appointment and retirement planning. Message frequency varies, message and data rates may apply, and I can reply STOP to opt out at any time. This is not a condition of purchase.

Free, no obligation. We never sell your information.

What the review covers

Where the handoffs break. The places your attorney, CPA and investment advisor each assume someone else is handling it — beneficiary language, entity titling, distribution sequencing.
What is time-sensitive. Items tied to a tax year, a plan document, an in-service window or a pending liquidity event get separated from the work that can wait a quarter.
Who should own each item. Every gap gets an owner: your existing professional, an added specialist, or us. Nothing leaves the review without a name attached.
Whether you need us at all. If your current team already covers it, we say so and the review ends there. That outcome is common and it is fine.

Confidential by default

No account numbers are requested and nothing is shared with the professionals already advising you unless you ask us to.

Haven’t read the brief?

The one-page coordination brief maps the nine places coordination usually breaks down.

Download the brief (PDF)

Your information stays private

We never sell your information. It is used only to prepare your review and to match you with a licensed Expert.

No obligation, ever

The review and your Retirement Income Score are free. There is nothing to buy and no commitment to move any money.

You control the contact

We ask for account numbers only if you choose to move forward, and you can ask us to stop contacting you at any time.

By submitting a form you agree that My IRA Hero and the licensed Expert matched to you may contact you by phone, email, or text about your request. Message frequency varies; consent is not a condition of purchase. Reply STOP to opt out. See our Privacy Policy and SMS Terms. Educational information only — not tax, legal, or investment advice.

How it works

You share the essentials

Name, email, phone and where to send the confirmation. About sixty seconds — no account numbers, no statements.

You pick your time

Choose any open slot on the live calendar. You get an immediate confirmation with the join link.

A Senior Expert reads first, calls second

Your situation is reviewed before the call, so the fifteen minutes go to priorities instead of an interview.

Running a private family office?

The family-office version of this review works through nine coordination workstreams against the staffing already in place.

See the nine workstreams Private Client overview

Before your review

Read at your own pace.

These guides cover the ground your review will build on. Nothing here is required reading.

Lifetime Income

How guaranteed lifetime income actually works

The PILL framework, what income you can count on, and why fees matter less than most people assume.

Read the guide 401(k) Rollovers

Your four options for an old 401(k)

Leave it, roll it, cash it out, or move it to a new plan — side by side, with the tax consequences of each.

Read the guide Annuity Types

Fixed, fixed indexed, and variable — the differences

Which product solves which problem, and where a fixed indexed annuity behaves like an enhanced CD.

Read the guide Social Security

Claiming strategy and the 8% delayed credit

Filing ages, spousal and survivor rules, and how the claiming decision reshapes the whole income plan.

Read the guide Life Insurance

Living benefits and tax-free retirement income

How cash value policies are used for protection, liquidity, and tax diversification.

Read the guide Tax-Free Income

Supplemental tax-free income from an IUL

How cash value policies build a third tax bucket you can draw from without raising your taxable income.

Read the guide

Our fiduciary commitment

We only refer you to Retirement Experts who are obligated to act as a fiduciary at all times — legally bound to put your interests ahead of their own on every single recommendation they make to you.

Every Expert we refer must also be willing to give you a written Fiduciary Pledge — a signed legal statement confirming that duty to you in writing. If an Expert will not put it in writing, we will not refer you to them. Just ask for it on your call.

Read and download the Fiduciary Pledge