Financial Blind Spot Analysis
Are You Missing Something Important?
Can you confidently answer:
- How much do I need to retire?
- What’s my Medicare strategy?
- Is my family financially protected?
If not, you may have a blind spot — and we’re here to help identify it. Our process is designed to help:
- Identify potential gaps in your plan,
- Prepare for unexpected scenarios, and
- Clarify your retirement and health coverage options.
Together, we build strategies intended to address those gaps and keep you on track toward your goals.
What I enjoy most is helping clients truly understand their financial picture—then walking alongside them to make smart, meaningful decisions with their money. Over time, those relationships often grow into deep trust. My goal is to be someone clients can rely on to help navigate life’s changes with care and clarity. Whether we’re celebrating milestones or facing challenges, I’m honored to support them and bring peace of mind along the way.
— Regan Shipp, CFP®, CPA, rosemeyer management group
Close the Gaps. Plan for Your Future.
Blind spots can derail even a strong financial plan. Our process helps uncover areas you may not have considered — from tax exposure to income timing — so you can make proactive decisions.
Let’s work together to strengthen yours — from every angle.
The RMG Approach
Analyze Your Spending & Income
Understand what’s coming in and going out so you can make informed decisions.
Review Your Social Security Plan
Explore timing strategies designed to help you optimize potential benefits.
Build Medicare & Insurance Strategies
Evaluate coverage options and timing that align with your health and financial needs.
Protect Your Family’s Future
Identify and address potential gaps to help reduce financial risks before they arise.