Private Client — by request

Wealth Coordination Review

Four sections: your structure, the catalyst and tax picture, your estate and liquidity position, and the professionals already advising you. It produces your Wealth Coordination Score — a measure of how well the pieces are working together.

About 8 minutes Confidential & never sold Reviewed by a Senior Retirement Expert

Request your Wealth Coordination Review

Answer what applies and skip what does not. Incomplete is still useful — the gaps themselves are informative.

Step 1 of 425% complete

Structure

Net worth, entities, property, and holdings — the moving parts.

Approximate household net worth

Liquid investable assets

Business ownership

Entities, trusts, or LLCs you hold

Real estate holdings

Private or alternative investments

Concentrated stock position

3 short steps left — nothing is sent until you finish.

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What happens next

A Senior Retirement Expert reads every answer personally before anyone contacts you.
The first conversation is diagnosis only — no product is presented.
If a standard planning path serves you better, we will say so plainly.
Your information is never sold, and never shared outside the professionals your case requires.

Not sure this is the right door?

Private Client is built for multi-entity, multi-professional households. For a single rollover or one income goal, the standard path is faster and free.

Read who Private Client is for →Get the Retirement Income Score instead →

By submitting this request you consent to be contacted by phone, email, and text by My IRA Hero. Consent is not a condition of purchase. Reply STOP to opt out. See our Privacy Policy and SMS & Email Terms.

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