Free Retirement Strategy Map
Retire Confidently, Without Leaving Your Family Exposed
Download your personalized-ready Retirement Strategy Map to see, in one page, how your income, taxes, healthcare, and legacy plan fit together—so you can stop guessing and start retiring on purpose.
- See exactly if your money is on track to last as long as you do
- Discover silent tax and estate risks that could cost your heirs six figures
- Get a simple 3-step action plan for the next 12–24 months
Step 1: Get the Strategy Map. Step 2: Choose a time for a complimentary Retirement & Estate Plan Review to walk through your results together.
Takes 2 minutes. No obligation. Designed for individuals and couples within 5–10 years of retirement or already retired with $500k+ in investable assets.
Get Your Free Strategy Map
Enter your best email below and I’ll send the Retirement Strategy Map instantly.
On the next page, you’ll be able to schedule a complimentary 20-minute Retirement & Estate Plan Review if you’d like personal guidance.
We respect your privacy. No spam. Ever.
Inside the Retirement Strategy Map
One Page. Four Critical Retirement Decisions.
Most people have pieces of a plan—accounts, policies, a will—but no clear picture of how it all works together in retirement. The Strategy Map gives you that picture at a glance.
- Income & Lifestyle – See where your retirement paycheck will come from and if it’s sustainable.
- Tax Efficiency – Identify opportunities to reduce lifetime taxes on IRAs, 401(k)s, and Social Security.
- Healthcare & Long-Term Care – Understand how a health event could impact your assets.
- Estate & Legacy – Clarify who gets what, when, and how—without unnecessary delays, costs, or conflict.
You’ll also see a simple, prioritized checklist of what to do next—so you can take action without feeling overwhelmed.
No cost. No pressure. Just clarity about where you stand and what to do next.
How It Works
From Uncertain to In Control in Two Short Steps
The Retirement Strategy Map is your entry point into a calm, coordinated retirement and estate plan. Here’s how we’ll use it together:
Step 1: Download Your Map
Share a few basics and I’ll send your Retirement Strategy Map by email within minutes, along with a short video on how to read it.
Step 2: Review Together
If you’d like help interpreting your Map, book a complimentary 20-minute Retirement & Estate Plan Review via phone or Zoom. I’ll walk you through your blind spots and answer your questions.
Step 3: Decide Next Steps
If we’re a good fit, we’ll discuss how EstatePath Advisors can help implement your plan. If not, you’ll still leave with more clarity than 95% of retirees ever get.
Appointments are limited each month to ensure every client receives a thoughtful, customized review.
Meet Your GuideS
Phil and Dave, Estate Planning & Wealth Strategists
For over 30 years, we have helped families turn scattered accounts, old wills, and disconnected advice into coordinated retirement and estate plans that feel calm, tax-efficient, and intentional.
As founders of The Black Oak Alliance, we specialize in working with individuals, couples, and business owners who are within 5–10 years of retirement or already retired and want answers to questions like:
Will our income last if markets are choppy or inflation stays high?
Are we overpaying taxes now or setting our heirs up for a bigger bill later?
Is our current will or trust actually enough to protect what we’ve built?
How do we simplify everything so our family isn’t left with a mess?
The Retirement Strategy Map is the same framework I use with private clients to quickly spot gaps, uncover tax and estate risks, and prioritize what will make the biggest difference in their long-term plan.
There is no obligation to work with us after your review. You’ll receive straightforward guidance either way.
Client Experiences
Real Retirees, Real Peace of Mind
“We thought our estate plan was ‘handled’ because we had a will and some life insurance. The Strategy Map showed us how exposed we really were to taxes and long-term care costs. After our review, we feel like we finally have a grown-up plan.”
— Mark & Denise R., recently retired couple
“I was worried this would turn into a sales pitch. Instead, Black Oak walked me through my Map, answered questions, and pointed out two simple changes that will save my kids a lot of hassle one day.”
— Carla M., widowed, age 68
“Seeing everything mapped out in one place lowered my stress immediately. For the first time, I understood how my investments, Social Security, and estate plan actually connect.”
— Jonathan P., business owner preparing to sell
Reserve Your Spot
Choose a day and time that works best for you. You’ll receive confirmation and a short checklist so you can get the most from your review.
Prefer to talk by phone? Call our office at (405) 805-1054.
Book your complimentary Retirement & Estate Plan Review, and we’ll use your Strategy Map to identify gaps, reduce complexity, and highlight your best next moves—before you make any big decisions.
No cost, no obligation, no sales pressure
Ideal for households with investable assets
Meet in-person, secure video, or by phone from the comfort of home
Most people say they feel lighter and more confident after this conversation—even if they decide not to make changes yet.
Questions About the Retirement Strategy Map & Review
If you’re like most of my clients, you didn’t get here by being careless. It’s normal to have questions before sharing your information or meeting with a new advisor.
What exactly is the Retirement Strategy Map?
It’s a one-page visual summary of your retirement income sources, tax exposure, healthcare considerations, and estate plan. Instead of digging through stacks of statements and documents, you’ll have a clear picture of how everything works together, where you’re strong, and where you may be exposed.
Is this really free? What’s the catch?
Yes, the Strategy Map and the optional Retirement & Estate Plan Review are completely free. The “catch” is simply that some people decide they’d like help implementing their plan, and they choose to hire Black Oak. You’ll never be pressured or rushed into a decision.
Do I need to move my accounts or change my will to work with you?
No. The first goal is clarity, not transactions. If we decide to work together, we’ll walk through your options and coordinate with your existing attorney, CPA, or other professionals. Many clients keep some relationships in place while we focus on retirement income, tax, and estate strategy.
Who is this best suited for?
The Strategy Map is designed for individuals, couples, and business owners who are within 5–10 years of retirement or already retired, with investable assets. If you’re earlier in your career or have a more complex business situation, we can let you know if there’s a better fit.
Will you try to sell me investment products?
During your Review, the focus is on education and strategy, not products. If we discuss solutions that might fit your situation, we'll clearly explain how we are compensated and give you time to think before making any decisions.
Get the Retirement Strategy Map Sent to Your Inbox
Use it on your own, or schedule a brief review to walk through it together. Either way, you’ll come away with more clarity and confidence about your next chapter.
Takes less than 2 minutes. Private and secure.
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The Black Oak Alliance · All rights reserved.
This material is for informational purposes only and is not legal, tax, or investment advice. Consult your own attorney, tax professional, or advisor regarding your specific situation.
Not a solicitation to buy or sell securities. Advisory services offered through Sequent Planning, a registered investment adviser.