Refinancing Your Retirement Assessment

Answer 9 quick questions to find your best path to a steadier, more efficient retirement income—without guesswork.

Takes about 2–3 minutes.

Quick Info (so we can send your results)

Complete this short form before starting the assessment.

All fields are required.

First name

Please enter your first name.

Last name

Please enter your last name.

Enter a valid email (e.g., [email protected]).

Phone

Enter a valid phone (10+ digits).

Saved ✅ Loading assessment…

FOUNDATION

Very confident Somewhat confident Not confident at all

INSPECTION

Most of it Some of it Very little None

INSPECTION

Growing my money Protecting what I already have Securing guaranteed income I can’t outlive

TAX STRATEGY

Yes, fully Somewhat Not at all

PROTECTION

Very prepared Somewhat prepared Not prepared

RISK

Running out of money Inflation eroding my lifestyle Unexpected healthcare costs Taxes taking too much of my income

INCOME

Yes, enough to cover my needs Yes, but it’s not enough No, I rely on investments

LIFESTYLE

Travel and lifestyle freedom Maintaining my current lifestyle comfortably Leaving a legacy for family/charity

TIMING

Immediately Within 6 months Within a year Not sure

Loading…

Book your Refinance Review

Prefer a simple summary? Keep the details collapsed.