Our Mission
The Importance of Motivational Alignment
When advisors are paid a percentage of the account balance for their work, the advisor and the investor are 'motivationally aligned' - both want the account to grow.
But when the investor's goal shifts to preservation and income, there is misalignment that often leads to sub-optimized retirement plans.
Get in Touch
Send us a Message
Want to know more about what an Optimized Retirement Income Plan might look like for you?
I also agree to receive SMS messages. By clicking above, I consent to join the email list and receive SMS messages from Velomon, LLC, with access to our latest offers and services. Message and data rates may apply. Message feequencey varies. More details on this are in our Privacy Policy and Terms and Conditions. Text "HELP" for help or contact us at 317-238-3720. Text "UNSUBSCRIBE" to cancel