Free Retirement Assessment

1
What is your current age?* This field is required.
Over 65
60 - 65
55 - 59
45 - 54
Under 45
2
Are you currently retired?* This field is required.
YESNO
3
What do you need help with?* This field is required.Select all that apply
Planning for retirement
Tax planning or Roth conversions
Managing my investments
Estate planning
Social security timing
Charitable giving
4
What activities are you most looking forward to in retirement?* This field is required.Select all that apply
Traveling
Spending time with family/friends
Pursuing hobbies
Working part-time
Volunteering
Improving my health
5
What age would you hope to retire?* This field is required.
6
Are you planning for yourself or you and your spouse?* This field is required.
Myself
Me and my spouse
7
How old are you today?* This field is required.
8
How old is your spouse today?
9
What are your biggest concerns about retirement?* This field is required.Select all that apply
Running out of money in retirement
Paying too much in taxes
Paying for healthcare
Creating sustainable income in retirement
Suffering investment losses
10
How confident are you that you’re not overpaying in taxes on your investments and retirement income?Frown = I'm pretty sure I'm overpaying Smile = Very confident I’m not overpaying
Tax Confidence
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Tax Confidence
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11
How confident are you that you’ll be able to maintain your lifestyle throughout retirement without running out of money?Frown = Very worried about running out Smile = Very confident I’ll be fine
Retirement Confidence
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Retirement Confidence
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12
How confident are you that your investments are appropriately structured (risk, diversification, and strategy) for your retirement goals?Frown = I don’t understand my investments and feel uneasy Smile = I understand my investments and feel they’re well-structured
Retirement Confidence
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Retirement Confidence
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13
Please estimate your total investable assets.* This field is required.Your information is kept 100% confidential and will never be shared.
$1,000,000 to $2,000,000
$2,000,000 to $3,000,000
$3,000,000 to $5,000,000
Over $5,000,000
I'd prefer to tell you when we meet
14
What state do you live in?* This field is required.
Please Select
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
15
What's Your Name?* This field is required.
First Name
Last Name
16
Great job! What's your best email?* This field is required.(We will email you with confirmation details of your retirement assessment)
example@example.com
17
What's your best phone number?(So we can call you directly if you are unable to login to the zoom meeting for your assessment)
Please enter a valid phone number.
Should be Empty: