Retirement Planning · Personal Financial Blueprint
Your financial life should work as one system.
The Personal Financial Blueprint brings your retirement, investments, taxes, risk, cash flow, insurance and estate considerations into one coordinated roadmap—so you can stop guessing and start making decisions with confidence.
Presented by Turill Engelman, Investment Adviser Representative of Tactive Advisors.
- Fixed $2,000 fee
- Targeted delivery within 30 days
- No obligation to become an ongoing client
Clarity Before Commitment
A complete financial roadmap—not another generic report.
Most people do not have a financial strategy. They have a collection of accounts. A 401(k), an IRA, a brokerage account, insurance policies, Social Security, estate documents, tax questions and family goals may all exist at the same time—but often without a single plan connecting them.
The objective is not to create more information. It is to create one coordinated decision-making framework.
Your Deliverable
$2,000
One-time planning engagement
- Personalized written financial blueprint
- Retirement and cash-flow analysis
- Investment and risk review
- Tax-planning opportunity review
- Insurance and estate-planning considerations
- Portfolio stress testing and scenario analysis
- Prioritized implementation checklist
- Three advisor meetings during the process
Why Planning Breaks Down
Four questions a collection of accounts cannot answer.
01
Retirement
Can your resources support the timing, income and flexibility you expect?
02
Investments
Does your portfolio match your goals, risk capacity, taxes and time horizon?
03
Taxes
Are there planning opportunities or sequencing decisions you may be overlooking?
04
Protection
Are your insurance, estate documents, beneficiaries and contingency plans aligned?
Technology-Enabled. Advisor-Led.
Financial planning deserves more than a generic AI answer.
Public AI tools can be useful for general education, but they are not a substitute for a secure planning process, specialized analysis, professional judgment or a complete understanding of your financial situation.
Your financial information is gathered through a structured process and secure document upload. Your advisor then uses specialized planning technology, analytical tools and human review to organize your information, test scenarios and build recommendations around your goals.
Generic AI
Broad answers based on the quality of the prompt.
Tactive-Enabled Process
Structured questions designed around financial planning decisions.
Generic AI
Often evaluates one question without the full financial context.
Tactive-Enabled Process
Connects retirement, investments, risk, taxes, income and protection.
Generic AI
Provides information without professional accountability.
Tactive-Enabled Process
Analysis is interpreted, reviewed and explained by a financial professional.
Generic AI
May produce recommendations without a practical implementation sequence.
Tactive-Enabled Process
Includes a prioritized roadmap showing what to address first and what can wait.
Technology and artificial intelligence are used as support tools. Your plan is reviewed and delivered by a financial professional. No technology can guarantee outcomes or replace complete and accurate client information.
What You Receive
A practical financial roadmap built for action.
The Blueprint is designed to transform disconnected information into clear priorities, specific decisions and an implementation sequence.
Retirement Readiness
Evaluate savings, income sources, spending, timing and sustainability.
Investment Review
Review allocation, concentration, diversification, fees, risk and fit.
Risk Analysis
Compare portfolio risk with your willingness, need and capacity to take risk.
Tax Opportunities
Identify planning considerations to coordinate with your tax professional.
Protection Review
Review insurance, beneficiary, estate-document and contingency considerations.
Action Checklist
Know what to address first, what can wait and where outside help may be useful.
The 30-Day Process
A structured process from purchase to completed plan.
Every step is designed to maintain momentum, validate assumptions and keep the final plan aligned with your actual priorities.
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1
Purchase
Complete the one-time $2,000 payment to begin the planning engagement.
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2
Secure Intake
Receive your secure upload link, planning questionnaire and risk assessment.
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3
Week-One Alignment
Review goals, clarify information and confirm that the right questions are being solved.
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4
Week-Two Review
Walk through the developing framework, validate assumptions and make adjustments.
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5
Final Delivery
Receive the completed Blueprint and choose whether to self-implement or engage support.
Investment Adviser Representative of Tactive Advisors
Turill Engelman
Serving business owners, executives and successful professionals
Turill Engelman works with business owners, highly compensated executives and successful professionals who want greater coordination across their financial lives. His planning approach connects investments, retirement income, taxes, risk management, wealth preservation and business-owner considerations into one clear strategy.
Turill describes his process simply: listen first, diagnose second, and build the game plan third. Rather than beginning with an account or product, he takes time to understand what matters most, identify financial blind spots and translate complex decisions into practical next steps.
That coaching-driven philosophy extends well beyond financial services. For more than 15 years, Turill has volunteered as a youth sports coach, helping athletes identify their strengths, establish clear goals and break ambitious objectives into achievable steps. He brings that same structure, accountability, proactive communication and ongoing guidance to every planning relationship.
Turill is a graduate of Idaho State University and holds Series 7 and Series 66 registrations, as well as Life and Health and Variable Life and Annuity licenses. Through his affiliation with Tactive Advisors, he combines a personal advisory relationship with the technology, planning resources, investment capabilities and operational support of a broader wealth-management platform.
Powered by Tactive Advisors
A personal relationship, backed by a platform.
Your advisor is supported by a broader technology-enabled wealth platform that provides planning resources, investment capabilities, analytical tools, operations and compliance infrastructure.
- Financial-planning technology
- Investment research and portfolio resources
- Risk and client-profiling tools
- Operational support
- Compliance oversight
- Specialized analytics
One Clear Fee
Know exactly what you are purchasing.
The Blueprint is a standalone planning engagement with a fixed price and a defined scope. There is no ongoing commitment, and no obligation to retain us for advisory services afterwards.
Personal Financial Blueprint
$2,000
One-time planning engagement
- Comprehensive review of the information you provide
- Structured planning and risk questionnaires
- Three planning and review meetings
- Personalized written financial blueprint
- Prioritized implementation checklist
- Targeted delivery within 30 days after required information is received
- No obligation to retain us for ongoing advisory services
Not Ready to Purchase?
Schedule a conversation with Turill.
Choose a convenient time directly from Turill’s calendar. This initial conversation is an opportunity to ask questions and determine whether the Personal Financial Blueprint is the right next step.
Having trouble viewing the calendar? Open Turill’s calendar in a new window.
Common Questions
Know exactly what you are purchasing.
Do I have to become an ongoing client?
No. The Blueprint is a standalone planning engagement. You may implement the recommendations yourself or seek help elsewhere.
Can I use my current advisor or tax professional?
Yes. The Blueprint can help organize the decisions and questions you may wish to coordinate with your existing professionals.
Is investment management included?
No. The $2,000 fee covers the planning engagement described on this page. Ongoing advisory or implementation services require a separate agreement.
When does the 30-day timeline begin?
The targeted timeline begins after payment and receipt of the information reasonably required to complete the planning work.
Does the plan include legal or tax advice?
No. The plan may identify tax or estate-planning considerations, but you should consult qualified tax and legal professionals before acting on those matters.
Is any financial outcome guaranteed?
No. Financial projections are estimates based on assumptions and the information provided. They are not guarantees of future results.
A Clearer Path Forward
Know where you stand, what matters most, and what to do next.
Stop piecing together disconnected advice. Build one practical financial roadmap centered on your goals, your decisions and your next steps.
Important Disclosures
Advisory services offered through Tactive Advisors, LLC, a Delaware limited liability company. We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.
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.
The information and opinions contained in any material available through this website may include information provided by third parties believed to be reliable; however, accuracy and completeness cannot be guaranteed. This information is provided for informational purposes only and should not be considered a solicitation to buy or sell any security or insurance product. It is not intended to serve as the sole basis for financial decisions or as personalized advice designed to meet the particular needs of any individual.
Registration as an investment adviser does not imply a certain level of skill or training. Financial planning projections are hypothetical, depend upon assumptions and information provided by the client, and are not guarantees of future results. Advisory services are provided only pursuant to a written advisory agreement.
Technology, including artificial intelligence, may be used to assist with document organization, analysis, scenario modeling and planning workflows. All planning recommendations are reviewed by a financial professional. Please use only the secure document-upload process provided after engagement when transmitting confidential financial information.