Complimentary Retirement Review

YOUR
COMPLIMENTARY
RETIREMENT
REVIEW

A 4-step process to help you feel
more confident in retirement

We Specialize in Retirement Planning

We work best with clients who:

  • Age 50+
    Investors preparing for retirement or recently retired.
  • $1.5 million+
    Those with at least $800K in investable assets , though most our clients have at least $1.5 million.
  • Nice People
    Committed clients who understand the value of expert guidance

What to Expect

Honest conversations and valuable insights 


(because you deserve better than a sales pitch)

Our process is designed to show you how we operate and the value we
provide, so that we can get to know each other well and mutually decide
if we are a good fit for a (hopefully) lifelong relationship.

About
2 weeks

1. Intro Call

20 MINUTES

Let’s start simple: We’ll take more time to talk about what’s on your mind, understand your current situation, and answer your top questions. If your needs align with our expertise, we’ll continue exploring the process.

If it turns out we’re not the right match, we’ll do our best to connect you with someone who can help.

About
2 weeks

2. Discovery Meeting

1 HOUR

Before we meet, you’ll have a bit of light homework. We’ll ask you to bring a few basic financial documents to help get a detailed understanding of your financial picture.

But this meeting isn’t about the numbers—it’s about you. We’ll focus almost entirely on what matters most to you: your values, goals, relationships, and the purpose behind it all. Understanding these things helps us build a plan that’s not just financially sound, but truly meaningful to you.

(Psst: Between now and our next meeting, we’ll have lots of homework too! This is the part where we get down to business modeling your current retirement plans, running projections, and building a list of action items to present during our Strategy Session.)

About
1 weeks

3. Strategy Session

1 HOUR

With an understanding of your current path, we’ll confirm if you’re on track or if anything needs to shift to help you achieve your goals. You’ll receive a comprehensive package of our findings, observations, and recommendations, including a review of and recommended improvements for your investments, tax return, estate plan, insurance, and Social Security.

Our goal here is to help you move forward with purpose and peace of mind, while staying on track in the long run.

4. Mutual Commitment Meeting

1 HOUR

The most important step? Sleep on it. We’ll be providing you with lots of information to digest and consider, and this is a decision that shouldn’t be rushed. The next time we meet (usually about a week after the Strategy Session), we’ll dive deeper into what our relationship would look like moving forward.

If you’re comfortable and confident in your decision to work with our team, we’ll have everything ready to get the ball rolling so that you can retire confidently with a plan that focuses on maximizing your income and reducing your tax bill – all while enjoying your retirement and leaving the legacy you want.

With a Plan in Place, Here’s What Our First
Year Together Will Look Like

Setting the Foundation

We’ll hit the ground running, helping facilitate a smooth transition over to our firm. We’ll check-in weekly, coordinate with your other professionals, and hit our highest priority to-do’s first.

Mid-Year Plan
Review

We’ll take a closer look at how your plan has progressed so far and what we still need to do to make the most of the months ahead. We’ll review your investments, tax situation, long-term goals, and any unexpected bumps in the road.

Plan for the
Future

Moving forward, we’ll meet 2-3 times annually to answer questions, review your accounts, and talk through any changes going on at home or in the world that could impact your goals and planning projections.

Schedule Your Intro Call to See if the
Retirement Review Is Right for You

Have More Questions?

Do we meet in person or online?

We have a beautiful and welcoming office located in Ventura, California. You are always invited to join us for meetings in-person if you’re able. We do serve many clients over the phone and virtually across the country as well. We’re happy to do whatever works best for you.

What are your fees?

We charge the same percentage fee on assets we manage depending on how much or little the household invests. Our fee percentage decreases as assets under management grow. We strive to keep pricing transparent and aligned with the value we provide.

How many clients do you have?

We currently serve around 150 households (as of 11/30/25), which we believe enables us to provide high-quality personalized service. In an industry where some advisors may work with significantly more clients, we’ve intentionally structured our practice to remain accessible and attentive.

Can you help with taxes in retirement?

Yes, our goal is to reduce your lifetime tax bill, which is often your largest expense in retirement. We will help you plan your withdrawals to be more tax-efficient, project your future tax liability, and look for opportunities to preserve more of your wealth, whether it’s through Roth conversions or strategic, tax-deductible giving. Throughout all of this, it’s crucial that we partner with your accountant for maximum impact.

Why not just manage it myself?

Many of our clients did for years. But as retirement gets closer, the stakes are higher—and having a partner to help with taxes, income, and timing often leads to better outcomes (and fewer surprises). You’re smart and, with enough time and energy, it’s possible you could manage it all on your own. But our clients choose to spend their most precious resource (time) elsewhere and delegating this to an experienced professional.

What makes us different?

We specialize in helping investors like you navigate the journey to and through retirement. In addition, we serve as fiduciaries, meaning we work in your best interest. By intentionally limiting how many new families we work with, we can offer our clients deeper relationships and proactive planning—not sales pitches.

What Our Customers Are Saying

  • Our only regret with signing on with Screaming Eagle Wealth Management is that we didn’t do it sooner! Before working with Erik, we managed our own investments through a well-known online broker, which led us to make emotional decisions due to our lack of investment knowledge. This resulted in less-than-ideal returns.

    A friend who was a client of Erik’s recommended him, and after our first meeting and several follow-ups, we knew without a doubt that we wanted him managing our portfolio. Erik laid out a personalized, common-sense strategy based on all the details he gathered from us, and his meticulous approach gave us complete confidence.

    Since partnering with Erik in 2018, we couldn’t be happier. Working with him and his knowledgeable, friendly staff has been an absolute pleasure. Knowing our financial future is in capable and trustworthy hands has removed an enormous amount of stress from our lives, allowing us to enjoy life to the fullest.

    From our face-to-face quarterly meetings to his willingness to assist with other financial matters unrelated to our portfolio, Erik always communicates in a straightforward, personalized way that we can easily understand. Both Erik and his wife Jordan genuinely appreciate their clients and always greet us with warmth and kindness.

    Tom H. 

    The statement was provided 5/23/24 by Tom H. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

  • As my wife and I approached retirement, we sought a financial advisor who could manage our accounts and ensure our funds lasted through retirement. After interviewing several advisors, we chose Erik Dullenkopf due to his thorough understanding of our needs, detailed analysis, and clear explanations.

    Erik has exceeded our expectations by tailoring our portfolio for balanced growth with minimal risk and continually refining it to meet our evolving needs. His expertise in tax planning and ongoing account monitoring has been invaluable.

    What we appreciate most about Erik is his honest and straightforward communication. He explains risks and strategies clearly, making us confident in his recommendations. Working with Erik has alleviated our stress, allowing us to enjoy retirement without financial worries.

    I highly recommend Screaming Eagle Wealth Management for their integrity, deep knowledge, and exceptional service. Erik’s efforts, including finding tax benefits and quality investments, have gone above and beyond what we expected.

    Tom P.

    The statement was provided 5/23/24 by Tom P. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

  • Working with Erik and his team has been an exceptional experience. From the start, they treated us like family, making communication easy and comfortable. They have consistently exceeded our expectations, not only by managing our money but also by offering help with things beyond financial matters.

    I feel incredibly confident knowing that my investments are in capable hands, which brings a sense of security to my life. One of the many reasons I would recommend Erik and his firm to anyone is the personalized approach—they genuinely care about their clients. Whether it’s providing a referral to a living trust expert or offering support to my children, they’ve always gone above and beyond.

    I initially decided to work with Erik based on a recommendation from a former coworker, and after meeting him, I knew I made the right choice.

    Sam R. 

    The statement was provided 5/22/24 by Sam Rodriguez who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

  • I’ve been a client of Screaming Eagle Wealth Management for nearly ten years, and Erik Dullenkopf and his team have consistently exceeded my expectations in helping me prepare for and realize my retirement goals.

    What started as a company-sponsored investment meeting in 2012 became one of the most important decisions I’ve made for myself and my two sons. As a single mother, I needed to be sure my investments would support us then, now, and in the future—and they have.

    Erik meets with me quarterly, always thoroughly prepared, reviewing my portfolio, projecting future outcomes, identifying tax opportunities, and flagging potential roadblocks. His attention to detail is second to none.

    I’ve referred several friends and colleagues who are now happy clients themselves. We all appreciate the timely, accurate, and well-sourced communication that helps us feel more confident in our savings—even when markets are uncertain.

    Most of all, Erik and his team make you feel like family. From annual dinners to birthday cards and thoughtful gifts, they show year-round appreciation that means so much. The gratitude I have for this team is beyond measure.

    Amy F. 

    The statement was provided 7/1/25 by Amy F. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

  • I’ve really enjoyed the hands-on approach and how aligned Erik and the team have been with my savings goals. The regular monthly and quarterly meetings have made a big difference. I’ve been working with Erik for a long time, and over the years, the progress we’ve made together speaks volumes.

    Because of our partnership, I have a lot of confidence in meeting future financial obligations like funding my kids’ college, creating a nest egg for them, and staying on track to retire on my timeline. The level of service and support has truly exceeded my expectations. I feel like my goals are fully understood, and the approach we’ve taken gives me a high level of confidence that I’ll be able to enjoy retirement to the fullest.

    From the start, Erik showed the right combination of confidence and relatability that made me feel comfortable taking the leap. He and his team have always been willing to go above and beyond—even making off-cycle transfers happen when I’ve needed them. I genuinely don’t think we’d be where we are today without the personalized support I’ve received. That’s why I wouldn’t hesitate to recommend them to friends and family.

    Clay H.

    The statement was provided 7/1/25 by Clay H. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

  • We cannot say enough great things about our experiences at Screaming Eagle. Erik is conscientious, knowledgeable, and thorough. Anytime we have questions, he is more than happy to answer and ensure we fully understand the answer to make the best choice for our situation.

    Chelsea and Jordan are wonderful assets as well and ensure that we are well informed and help to keep us on track. Anytime someone asks me about our experience with SEWM, we highly recommend them. I know we personally have referred a number of people to them knowing full well that they will be satisfied with the services Erik and his team provide.

    Michele N.

    The statement was provided 7/1/25 by Michele N. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

  • Working with Erik and the team at Screaming Eagle has been a truly enjoyable experience for Shari and myself. We appreciate the relaxed atmosphere and the meticulous attention to detail, along with their sincere willingness to help with important life decisions.

    Screaming Eagle exceeded our expectations by providing not just financial planning, but comprehensive support that included Social Security, Medicare, and estate planning. Their development of a long-term strategy for us, combined with quarterly meetings to discuss our needs and concerns, has positively impacted our lives. As a retired couple eager to enjoy this phase, it gives us peace of mind knowing that the team is watching the financial details, allowing us to focus on the future without worry.

    We decided to work with Screaming Eagle after interviewing several firms, influenced by positive recommendations from friends, competitive fees, and their commitment to personalized care. They truly are more than just financial advisors. A standout moment for us was when they prepared the paperwork to petition the Social Security Administration to adjust our Medicare premiums following our retirement—a clear example of how they go above and beyond.

    We wholeheartedly recommend Erik and the team at Screaming Eagle to our friends and family for their exceptional service and support.

    Paul W.

    The statement was provided 5/26/24 by Paul W. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

  • Erik Dullenkopf and Screaming Eagle Wealth Management has been my family’s financial advisors/counselors since 2015. Georgia and I have enjoyed many aspects of dealing with Erik, Jordan, and his team. We faithfully have allowed Erik to guide us now through many aspects of our lives financially—from planning and providing for our son’s collegiate education, to now planning and saving for our retirement years, which we are now entering.

    Erik and team really are like family to us and treat us as such. They have far exceeded any preconceived notions we may have had from traditional financial institutions. Erik and team have provided a road map with options based on our priorities and goals. His team is hands-on; we conference monthly to make sure we are following our road map. And as is common in life, when changes happen, Erik has prepared us for anything we have encountered, while at the same time giving us confidence that our retirement years will be lived comfortably according to goals we set over a decade ago.

    I have recommended Erik to friends and family and no one has been disappointed.

    Ron A.

    The statement was provided 5/22/24 by Ron A. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.