Are you looking to protect your personal retirement or to explore options for your business and employees? *

Just for myself / my family

For my business and my team

Both personal and business guidance

At what age are you looking to retire comfortably on your own terms — or have you already made that transition? *

I've already retired and want to stay retired

I want to retire in the next 1–3 years

I'm planning for 4–10 years out

I'm still 10+ years away but want to be proactive

When you think about what you've built so far, how would you describe your level of confidence in how it's structured? *

I've worked hard to build it, but I'm not sure it's positioned correctly

I have a plan, but I haven't had it reviewed by a specialist in years

I feel fairly confident but want a second set of eyes

Honestly, I've been putting this off and I know it

Besides general market volatility, what is the main reason you're looking at your strategy right now? *

I'm worried I'll outlive my money

I feel like I'm paying way too much in taxes

I'm concerned a market crash will wipe out my gains

I'm worried about what happens to my spouse or family if something happens to me

Be honest with yourself for a second — which of these sounds most like your situation right now? *

I haven't updated or reviewed my plan in years

My current advisor isn't very proactive

I don't actually have a formal, written plan

Inflation is making me second-guess my "number"

If we could find a way to create a more stable, tax-smart income strategy, what would that allow you to do? *

Finally, relax and stop worrying about the news n 1

Travel and spend more on experiences with family

Have the confidence to retire earlier than planned

Know for a fact that my spouse is protected

What happens to your lifestyle if the market takes a major hit and your plan hasn't been adjusted for protection? *

I'd likely have to delay retirement for several years

I'd have to significantly cut back my monthly spending

It would create a lot of stress and uncertainty at home

I'm honestly not sure, and that's what worries me

Approximately what is the total amount you have in your retirement and liquid accounts right now? *

Under $500,000

$500,000 to $1 million

$1 million to $3 million

$3 million+

Based on everything you just shared — what feels most true right now? *

I'm ready. I want a real plan built around my situation.

I'm interested but want to understand what the process looks like first.

I need more time to think about it.

Where would you like us to email this retirement snapshot?

First Name

Email *

Phone *

By submitting your information, you agree that Fortified Group may share your information with third parties for the purpose of evaluating your inquiry, determining potential eligibility, and contacting you about relevant investment-related information or next steps. Your information will be handled in accordance with our Privacy Policy and may also be subject to third parties' own set of privacy practices.