There is only one thing you need to get started:

  • Your Color of Money report

To provide you with your customized report, the first step is to complete the Strategy Assessment®. This is complimentary and available in Generational Vault – secure, easy to set up and available at no cost. Just fill out the short form on this page to request your complimentary Generational Vault account.

Get Started

Have you ever wondered if your assets are organized in a way that can maximize their potential to create retirement income? Have you considered the consequences if your assets are exposed to too much risk?

It is up to you to decide if the risk is worth the reward. By using a risk-based color coding system for your assets, you may be able to get a clearer picture if they are allocated correctly.

Let us help you eliminate confusion and structure your retirement income by categorizing your retirement assets into Red, Yellow and Green money.