How it works

Most people plan around their cash flow and investments but overlook the other three planning areas, leading to uncertainty and risk during retirement.

That's why we created this assessment.

  • It takes just 5 minutes
  • It’s completely free
  • You will receive a customized PDF report for your level of retirement readiness.

Answer 12 multiple choice questions about the five key areas of retirement planning to see if you're on track for a confident retirement.

Cash Flow

What will your inflows and outflows look like over next 10 and 30 years? 

Investments

Is your stock portfolio tax-efficient and was it created based on your risk profile?

Taxes

Have you explored the 50 legal ways to reduce your tax bill?

Insurance

How will your health care look before and during retirement? 

Estate Planning

Have you established a will, trust, power of attorney, etc.? 

You've worked hard your entire life.

You deserve to feel confident about your retirement.

This quiz was created by a CERTIFIED FINANCIAL PROFESSIONAL® practitioner with over 20 years of retirement planning experience.