Want to know if you're on track for retirement?
For just a small investment, you’ll gain insights indicating how likely you are to reach your retirement goals and (if applicable) actionable steps to get you back on course.
See if our expertise matches with your needs.
Find out if you’re on track to retire—or the age you can do so comfortably!
If you’ve recently googled “retirement calculator” to learn whether or not you’re on track to enjoy the retirement you envision, you’re not alone; according to Semrush, a leading marketing insights company, web users perform over 100,000 monthly searches for this exact phrase.
If you’re like most people, however, you know a retirement calculator is far too simple a tool to answer specific questions such as “Can I retire at age ____ (fill in the blank)?” or “At what age can I confidently retire?”
This is precisely where our “Am I On Track?” service comes into play; we’ll collect your financials and gather insights on your retirement goals to churn out an actual score (from 0 to 100) indicating how likely you are to reach your retirement goals. Not on track after all? We’ll outline actionable steps to get you back on course.
Our “Am I On Track?” service comes fully loaded with the following outputs:
Investment portfolio analysis
Our investment review will identify your risk score and compare your current allocation with your ideal distribution—arming you with the knowledge you need to make subsequent changes.
Tax-planning observations
We’ll analyze your most recent income tax return to pinpoint potential tax-planning opportunities relevant to your current situation (e.g., tax-efficient investment recommendations, wealth-building strategies, and tactics to maximize your charitable giving).
Social Security review
We’ll assess the degree to which Social Security (vs. other sources of income) will meet your spending needs, determining the best time to claim so you can maximize your SS benefits.
Retirement map
We’ll use everything we know about you to determine whether or not you’ll achieve your retirement goals, providing retirement income projections and thus allowing you to take any corrective action to ensure you’ll enjoy a comfortable and stress-free retirement.
See if our expertise matches with your needs.
Pricing and other considerations
Recommended for investors aged 55+, our “Am I On Track?” service includes a one-time fee of $590 due upon engagement.
Please enter “Am I On Track?” into the text box when prompted for the reason of your meeting.
See if our expertise matches with your needs.
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.