Self Assessment

Are You Retirement Ready? Take our Online Quiz to find out!

I Am Confident in My Planned Retirement Spending Projection

I Have a Plan to Manage and Reduce Taxes During Retirement

I Am Ready When Market Drops Occur

I Have Looked at How a Roth Conversion May Benefit Me

I Am Comfortable That My Savings/investments Can Create a Paycheck for Me Through My Retirement

I Am Comfortable With the Timing and Amount of My Social Security and How It Fits in My Overall Retirement Plan