LotusGroup Retirement Roadmap: Clarity in Just 30 Days
A financial roadmap that defines key retirement planning steps personalized just for you. You can thrive in retirement – we can help.
LotusGroup Retirement Roadmap: Clarity in Just 30 Days
A financial roadmap that defines key retirement planning steps personalized just for you. You can thrive in retirement – we can help.
Hidden risks can drain your nest egg before you notice
Increases in Inflation
Market Volatility
Unexpected Medical Expenses
A roadmap to a secure and exciting retirement
STEP 1: Discovery
90-min goal-mapping call + secure document upload
STEP 2: Analysis
Tax, income, risk, and longevity modeling
STEP 3: Retirement Plan Presentation
Comprehensive plan to help secure and grow your retirement savings
STEP 4: Implementation
DIY, work with your current advisor, or collaborate with LotusGroup
Your retirement roadmap includes:
Current Financial Overview
Comprehensive review of your entire financial picture
Investment Strategies Discussion
Asset allocations, liquidity, cash flow management, tax optimization
Plan to Thrive in Retirement
Goal planning, healthcare, insurance, long-term care planning, cash flow management, tax optimization
Legacy Planning
Estate planning, gifting
Execution Advice & Oversight
Personalized guidance on your best next steps
Summary of Next Steps
One page summary of recommendations and customized reports showing your current financial picture and how to achieve your goals
Pricing & Perks:
Your comprehensive retirement plan is only $2,000.
If you decide to work with LotusGroup for continuous financial planning and wealth management within 6 months, we will credit the full amount toward your advisory fee.
Meet our financial advisor:
Keaton Hamilton
Financial Advisor
Keaton Hamilton brings nearly two decades of experience in finance, combining deep industry knowledge with a genuine, client-first approach. With a background in International Business & Finance and a career that began at firms like Deutsche Bank Private Wealth Management, she played a key role in transitioning over $1 billion in assets to a new RIA in 2012. Today, at LotusGroup Advisors, Keaton focuses on what matters most—guiding clients through life’s financial decisions with clarity and care.
Her approach is grounded in simplicity: create a plan, adjust when life changes, and enjoy the wealth you’ve worked hard to build. Clients trust Keaton not just for her knowledge, but for the calm and confident guidance she brings to every financial conversation.
Frequently Asked Questions
Approximately 4 weeks start to finish.
No, you do not need to move any accounts.
Keaton will clearly request the documents she needs in order to develop the most comprehensive and accurate retirement plan.
Yes! You will be provided with a secure link to upload your documents.
Wonderful! If you don’t have a thorough retirement plan or would like to compare a LotusGroup plan to one you already have, we would love to work with you.
Ready to see your retirement roadmap?
"*" indicates required fields
We’ll never share your email. Unsubscribe anytime.
Pricing & Perks:
Your comprehensive retirement plan is only $2,000. If you decide to hire LotusGroup for ongoing wealth management within 6 months, we credit the full amount toward your advisory fee.