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DESIGNED FOR INDIVIDUALS AND COUPLES APPROACHING RETIREMENT WHO WANT TO UNDERSTAND THEIR READINESS FOR GENERATING RELIABLE INCOME.

Retirement Readiness 

Scorecard™

Are you truly ready to retire?
The key question is no longer  "How much have you accumulated?"

It becomes: "How do you turn your savings into reliable income that lasts the

rest of your life?" This brief assessment helps you evaluate the critical

planning areas that determine retirement readiness.

For each question, select the answer that best describes your current situation.  Your responses will be automatically calculate your personalized Retirement Readiness Score™ out of 20.