Discover Your Path to a Confident & Secure Retirement
Our SMART Retirement Assessment goes beyond numbers and charts. It's designed to help you clarify what a successful retirement means for you, and how prepared you are to realize that outcome. For those who are serious about laying the foundation for a prosperous retirement, this is your first step.
Why Take The SMART Retirement Assessment?
- Comprehensive by Design: We've carefully crafted this assessment to cover both financial and non-financial aspects of retirement. It's designed to make you pause and consider what a truly successful retirement looks like to you.
- Customized Insights: Your answers aren't just data. They're a reflection of your current position relative to retirement you've always imagined. The more honest and detailed you are, the better we can tailor resources to guide you on this path.
- Exclusivity: This isn't for everyone. If you're not serious about shaping your retirement future, this might not be for you. But, if you're committed to creating a retirement that's both financially secure and deeply fulfilling, you're in the right place.
Evaluate Your Readiness: Discover The 6 Pillars of a SMART Retirement
Retirement Vision
Dive Deep Into the Intangibles of Retirement: Your Passions, Goals, and Day-To-Day Aspirations. Establishing Your Vision Is About Clarifying What a Fulfilling Retirement Means for You, Beyond the Finances
Secure Your Foundation
Ensure You Have a Rock-Solid Financial Base for Your Retirement. From Emergency Funds to Your Income Plan, This Section Addresses the Essentials Needed to Improve Your Comfort and Confidence in Retirement
Medical and Healthcare
Prepare to Navigate the Complexities of Medicare Enrollment Decisions, and the Risks Associated with Rising Healthcare Costs, and the Potentially Catastrophic Impact of Impairment, or an Extended Long Term Care Stay
Asset Management
Optimize Your Investments for Retirement. This Is Where We Deep-Dive Into Your Savings, Investment Strategies, and Optimizing for Tax Location and Risk Management to Help Ensure Your Assets Work Best for You
Risk Management
Understand the External Risks That Are Most Likely to Negatively Impact the Success of Your Retirement, Including the Risks Associated With Outliving Your Resources, Investing, Aging, Work, and Family
Tax-Conscious Strategy
Coordinate Key Decisions to Help Reduce Your Tax Liability in Retirement Through Tax Diversification, Dynamic Withdrawal Strategies, Loss Harvesting, Roth Conversions, RMD Planning, and Charitable Giving Strategies