Where Would You Like Us To Send Your Report?

So That We Can Get You The Most Helpful Information, Please Take a Minute to Answer a Few Questions...

I agree to terms & conditions provided by Ross Wealth Advisors. By providing my phone number and email, I agree to receive text messages and emails from Ross Wealth Advisors. I understand that text and email communications may be with human or AI assistants.

The A in ARMOR stands for Asset Transfer & Estate Planning
On a scale of 1-10 how confident are you that...

  • You know that your assets will be transferred according to our wishes when you're gone.

  • You have a will and/or trust(s) in place and it’s been updated within the last 3 years and is properly funded.

  • Your estate plan is coordinated with your retirement plan to maximize benefits and lower taxes.

The R in ARMOR stands for Risk & Investments

On a scale of 1-10 how confident are you that...

  • You know & understand the risks you're taking in all of our savings & investments.

  • Your investments match your retirement goals & objectives.

  • You could weather a major market correction like 2008

  • You know your risk number on a scale from 1-100.

The M in ARMOR stands for Medical, Health & Long Term Care

On a scale of 1-10 how confident are you that...

  • You have a written, yearly income plan detailing which accounts including Social Security and pensions, to draw from and when.

  • You know how all of your assets and income will be taxed when your receive, sell, or take withdrawals.

  • Your confident your money will last throughout your lifetime.

The O in ARMOR stands for Outstanding Tax Liabilities

On a scale of 1-10 how confident are you that...

  • You have at least 2-4 tax strategies in place to reduce taxes for life.

  • Your current advisor have a comprehensive plan to permanently minimize or eliminate income taxes every year for the rest of your lives in retirement.

  • Your estate plan minimizes the taxes your heirs will have to pay on their inherited assets.

The R in ARMOR stands for Retirement Income
On a scale of 1-10 how confident are you that...

  • You have a plan to cover and pay for all of your medical and healthcare needs

  • You know your best options for all the various Medicare & supplemental coverage plans and you have a plan for paying for nursing home care should you need it. 

Just a few final quick questions...
How far out from retirement are you?

How would you describe yourself as an investor?

Last question...

Because some strategies are more or less appropriate depending upon net worth, how much do you currently have saved for retirement?

NEXT

1093 Fishinger Road, Columbus, OH 43221

Local: 614.545.0277

Email: [email protected]

© Copyright 2025. NLA-000131 - Ross Wealth Advisors. All Rights Reserved.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ross Wealth Advisors and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investment Advisory Services offered through Ross Wealth Advisors, LLC, a registered investment advisor in the State of Ohio. Insurance products and services are offered through Ross Wealth Advisors, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.