Where are you right now in your retirement journey? *

I’m already retired and want to make sure I stay retired

I plan to retire in the next 1–3 years

I’m 4–10 years away and want to be more prepared

I’m 10+ years away but starting to think more seriously about it

When you look at your current retirement income strategy, how clear do you feel about where your income will come from each month? *

I have a clear income plan already mapped out

I have a general idea, but not a detailed plan

I have savings and investments, but no real income strategy

Honestly, I’m not sure how it will all work once paychecks stop

What has made you take a closer look at your retirement strategy right now? *

I’m concerned about whether my money will last

I’m worried taxes could take more from my retirement than expected

I’m concerned a market downturn could affect my lifestyle

I want to make sure my spouse or family would be protected if something happened to me

When you think about the plan you have today, which statement feels most accurate? *

I’ve worked hard to build what I have, but I’m not sure it’s positioned correctly

I have a plan, but it has not been reviewed closely in years

I have accounts and investments, but I’m not sure they’re fully coordinated

I feel fairly confident, but I’d still like a second set of eyes

What do you feel may be the biggest gap in your current retirement picture? *

I don’t have a formal written retirement income plan

My advisor or current strategy does not feel very proactive

I’m not sure my investments, taxes, income, and protection are working together

Inflation and rising costs are making me question my retirement number

Suppose you could create a more stable, tax-aware retirement income strategy. What would that potentially allow you to do? *

Feel more confident that my money can last

Stop worrying so much about the market and the news

Spend more freely on travel, family, and experiences

Feel better knowing my spouse and family are protected

What would concern you most if the market dropped significantly during retirement and your income plan was not built for protection? *

I may have to reduce my lifestyle or monthly spending

I may have to delay retirement or go back to work

It would create stress and uncertainty for me and my spouse

I’m honestly not sure what would happen, and that worries me

Approximately how much do you currently have in retirement savings, investment accounts, and liquid assets? *

Under $500,000

$500,000 to $1 million

$1 million to $3 million

$3 million+

Based on what you just shared, what feels like the right next step? *

I’m ready to take a closer look and build a real plan around my situation

I’m interested, but I want to understand what the process looks like first

I know this matters, but I may need more education before making a decision

I’m just starting to explore and not ready for a conversation yet

Where would you like us to send your Retirement Assessment results?

Full Name

Email *

Phone *

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