GUIDING YOUR TODAY. SECURING YOUR TOMORROW.
Will Your Retirement Plan Support the Life You Want?
Retirement is about more than saving money. Your income, investments, taxes, Social Security, healthcare, and legacy all work together. This assessment helps identify where you're on track and where additional planning may be beneficial.
Retirement Can Bring More Questions Than Answers
Will my retirement income last?
When should I begin taking Social Security?
How will taxes effect my retirement?
Is my investment strategy appropriate?
What will I leave behind?
The Retirement Planning Assessment brings these areas together so you can see the bigger picture.
What the Retirement Planning Assessment Reviews
Retirement Income
Explore where your retirement income may come from and whether those sources are positioned to support your lifestyle.
Social Security
Consider how timing, taxation, and coordination with other income may affect your benefits.
Investments
Review whether your current investment approach reflects your retirement timeline, income needs, and comfort with market risk.
Taxes
Identify areas where taxes may affect withdrawals, Social Security benefits, investments, and your overall retirement income.
Healthcare
Consider Medicare, insurance coverage, out-of-pocket expenses, and potential long-term care needs.
Estate and Legacy
Clarify what you would like to protect, preserve, and eventually pass to the people or causes that matter to you.
How It Works
Complete the Assessment
Answer a short series of questions about your retirement goals and concerns.
Review Your Results
Receive a retirement readiness category based on the areas you selected.
Schedule a Conversation
Meet with our advisor to discuss your questions and explore potential next steps.
This May Be Helpful If You Are…
Within 10 years of retirement
Recently retired
Unsure when to claim Social Security
Concerned about market volatility
Reviewing an old 401(k)
Trying to reduce retirement taxes
Planning for healthcare expenses
Thinking about your estate or legacy
