Complimentary Assessment
Is your retirement plan actually ready?
A structured review of the six things that determine whether a retirement holds up — income, taxes, risk, timing, cost, and estate. Watch the short introduction below, then schedule your assessment.
Or start with the cost of your current fees.
Model how a flat advisory fee compares with a traditional 1.00% arrangement over thirty years. Hypothetical and for illustration only — not a projection of any actual result.
What We Review
Six questions, answered in writing.
01
Income durability
Whether your savings can produce a reliable paycheck for as long as you need it — including a bad first decade.
02
Tax exposure
Which accounts you draw from, in what order, and where a Roth conversion window may be open.
03
Risk posture
Whether your allocation reflects the return your plan actually requires, rather than a generic risk score.
04
Timing and Social Security
How claiming age, part-time work, and healthcare coverage interact before Medicare begins.
05
Cost drag
What you are paying in advisory fees and product costs, and what that compounds to over thirty years.
06
Estate readiness
Beneficiary designations, titling, and documents that should match the plan but often do not.
How It Works
First, a 15-minute conversation to understand your situation and confirm the assessment is worth your time.
Next, we gather statements, tax returns, and any existing plan documents, and we do the analysis on our side.
Finally, we walk through the findings together — in writing, in plain language, with specific recommendations you are free to implement anywhere.
Schedule
Ready to see where you stand?
Pick a time below. A short call, no obligation — we will tell you plainly whether an assessment would be useful for your situation.
Next Step
Take the guesswork out of your retirement date.
Schedule the complimentary assessment, or run the fee model first — whichever feels like the better starting point.