The Tactive Retirement Blueprint™

Private Wealth Diagnostic

Reserve Your Private Wealth Diagnostic

Your Investment: $1,000

Diagnosis Before Prescription.

Because every important financial decision deserves a comprehensive diagnosis before a recommendation is ever made.

Designed for individuals and families with $500,000+ of investable assets seeking a professional second opinion.

You aren't purchasing a financial plan—you're investing in clarity, confidence, and certainty.

Your Private Wealth Diagnostic includes:

• Comprehensive Financial Review of your investments, retirement accounts, taxes, insurance, estate plan, and overall strategy.

• Portfolio & Risk Assessment to evaluate allocation, fees, investment strategy, and risk.

• Opportunity & Blind Spot Analysis to uncover planning gaps, tax-saving opportunities, inefficiencies, and overlooked risks.

• Retirement Readiness Review to determine whether your current strategy supports your long-term goals.

• Your Personalized Retirement Blueprint™ with prioritized recommendations and a clear action plan.

Our Commitment: If you become a Tactive Wealth Management client, 100% of your $1,000 investment is credited toward your first year's advisory fees. If you don't believe the process delivered meaningful value, we'll refund your investment.