Align your capital
with your convictions.

After nearly 20 years helping people retire, I've found that most retirement plans fail for one reason: the strategy doesn't match how you actually think and feel about money. Let's change that.

Begin Assessment →Why It Matters

No personally identifiable information is collected.  · 0 Assessments Completed

17+ YEARS OF INHERITED EXPERTISE
A proprietary assessment designed by a 2nd generation advisor.
ADVANCED PLANNING AUTHORITY
Leveraging RICP®, CLU® & ChFC® designations.
7-DIMENSION STRESS TEST
Translating your personal financial psychology into your actionable strategy.

"A strategy you don't emotionally believe in is a strategy you cannot execute long-term."

Before
• Traditional Asset Allocation
• Generic Risk Tolerance Profile
• Annual Portfolio Reviews
After

ALIGN Strategy

INTEGRATED ARCHITECTURE

Tax Strategies
Validated withdrawal sequences and asset location planning.
Income Engine
Dynamic cash flow management and distribution.
Retirement Rhythm
Lifestyle spending updates driven by your financial DNA.

Why I created ALIGN

"Most retirement plans don't fail because of bad math, they fail because emotions and strategy don't match."— Adam Kazinec

What you'll discover about your
optimized retirement strategy.

Foundational Components

Think of these as your Retirement "Engine" and "Rhythm".

Nuanced Preferences

These dictate how we structure your income, protect your liquidity, and pace your distributions.

Implementation Persona

Strategic guidance on how best to partner with professionals to ensure your plan is executed with precision.

The Process

How to get your assessment.

01
Take the Assessment

Answer key behavioral questions in less than 17 minutes.

02
Instant Personal Analysis

Receive your ALIGN report.

03
Strategy Integration

Opportunity to schedule a strategy session to integrate these insights into your retirement plan.

Adam Kazinec
Adam Kazinec RICP® ChFC® CLU®
About Adam Kazinec

Financial planning should feel deeply personal.

Adam replaces standard financial benchmarks with a rigorous, high-level exploration of your goals and your relationship with risk. By utilizing a framework built on multigenerational expertise, he helps families move beyond simple withdrawal percentages and into a bespoke strategy for You. For those seeking to preserve and grow what they have built, Adam offers the architectural insight necessary for a seamless transition into their next chapter.

Host of Kaz's Korner Retirement Podcast & YouTube Channel
Founder of ALIGN Assessment Framework
Specialist in Retirement Guardrails & Time Segmentation

Frequently Asked Questions.

Who is this assessment for?
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For anyone within 10 years of retirement (or already retired) who feels their current financial plan doesn't reflect their personality.
Is there a cost for the report?
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The ALIGN assessment and your personalized report are complimentary.
How long do I have to wait for results?
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Zero wait time. Your results are generated instantly and displayed on your screen, with a PDF download link sent to your email.
Is my data kept private?
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Absolutely. We do not sell your data. Your responses are used solely to generate your personalized retirement alignment report.
Start Today

Move beyond a money manager. Hire a distribution strategist.

Any advisor can help you build a pile; few have a process to help you spend it. Moving from growth to income is a psychological pivot a spreadsheet can’t solve. The ALIGN Assessment replaces generic ROI with a Return on Life framework—turning your balance sheet into a distribution strategy that prioritizes your life over your ledger.

Execute My Strategy Now →