There's No Better Time Than Now to Start Planning Your Financial Freedom Date

Retirement ahead mobile
Retirement planning step 1

Test Your Retirement I.Q.

retirement planning step 2

Try our retirement readiness tool

retirement planning step 3

Take our Retirement Solved e-class

retirement planning step 4

Get a FREE Am I Ready? Review

retirement planning step 5

Start your plan

“People who have a written retirement plan accumulate 4x as much in assets as those who don’t.”
-2015 Wells Fargo retirement study

Whether you want to retire and stop working like a dog or live a work-optional lifestyle, we can help you plan a better retirement bottom line and your financial freedom date.

Our Retirement Solved approach to retirement readiness is based on the belief that when you take the time to educate yourself, proactively analyze and strategize and then build and implement an informed plan, you’ll enjoy a more confident and comfortable retirement. Retirement happens…get started planning your financial freedom date with our 5 steps. Feel free to follow each step in order, jump around or get started in our full planning process with us.

Retirement planning step 1

Step 1: Test Your Retirement IQ

We’ve compiled a list of the most important 26 questions you need to answer as you prepare for retirement.  Your Retirement Advisor affiliated advisor’s are uniquely skilled in helping you address these tough, but necessary questions.

Download the 26 Retirement Questions Here

retirement planning step 2

Step 2: Envision What Kind of Retirement You Want with our Readiness Tool

In about 15 minutes our Ready-2-Retire interactive questionnaire will help you visualize your retirement in a whole new way – you’ll be able to create a personal retirement profile that you can easily reference whenever you need to make decisions about your retirement.

Click here to begin your Ready-2-Retire Questionnaire

retirement planning step 3

Step 3: Take Our “I Know Nothing About Retirement” e-class

Knowledge is your most powerful retirement resource. Invest some time and learn what you don’t know about retirement. The “I Know Nothing About Retirement” e-class is free and the other modules we offer are only $10/each.

Take an Online E-Class Here

And check out our Learning Center for many more free resources

retirement planning step 4

Step 4: Get a FREE “Am I Ready?” Review from Us

Hi, my name is Lynn Toomey and I’m a co-founder of Your Retirement Advisor. I invite you to request an “Am I Ready” Review with my co-founder and retirement advisor, Brian Saranovitz. Brian is a former professional football player, turned financial advisor, turned retirement “geek”. Brian’s passion for retirement and helping people improve their retirement outcome is evident in everything he does.

Click the movie to meet Brian and hear him explain the Review:

Request an “Am I Ready?” Review with Brian

On this call, Brian will discuss your retirement questions and concerns, as well as chat about your retirement planning objectives. He can also prepare and present a “Retirement Income Projection Snap Shot” for you, which gives us a glimpse into your current situation. In order to complete this Snap Shot before your meeting, we’ll need you to complete this Am I Ready? Questionnaire. (note: we don’t ask for any SS #s or account #s, etc.) The Snap Shot can be prepared and reviewed after your initial discussion as well.

Brian will also explain how to use our services in the most effective manner.  This is an opportunity for you to learn a bit more about Brian and our education-focused Retirement Solved planning process. We approach retirement planning a bit different than most with the primary goal of helping you answer your most pressing questions, When can I retire? and How much do I need to retire?  Unlike investment advisors and insurance agents, we provide balanced guidance on ALL the components of retirement planning: debt/expense management, income planning (including Social Security), investments, Medicare, long term care insurance, tax reduction, use of home equity, estate planning and more.  This is also a great exercise for you (and your spouse) to go through to benchmark your situation, begin the retirement conversation and as a basis for your retirement plan. It’s a great “2nd opinion” if you’re already working with another advisor too.

Read more about Brian’s background here

retirement planning step 5

Step 5: Life is Good. Retirement is Better. If You Get the Right Help

While retirement planning is imperative, it certainly isn’t easy. The accumulation phase of your life is easy compared with retirement. There’s so many more considerations and issues to address in retirement.

Our honest, approachable advice & resources are available to you whether you’re a DIYer, or you’ve decided that retirement planning is not your area of expertise and you’d rather spend your time doing something else while we figure out the details of your plan.

Everyone has a different capacity and interest in planning their financial life and retirement. While we prefer working with people in our “Plan It Together” model, we do offer two other options: Plan It for You and Plan It Yourself.

Choose Your Planning Path 

Learn more about the value the right advisor can offer

Life is Good. Retirement is Better. Start Planning the Dream

Choose Your Starting Point Here

Retirement Happens…
Start Your Plan Today

ReadinessKitJan2017

Yes, I want to access the online Am I Ready? retirement kit.

Follow the 6 steps to retirement readiness: read how to guides, watch videos and use our retirement calculators.  We’re here if you have any questions or would like any number of assessments.




*Required

There's No Better Time Than Now to Start Planning Your Financial Freedom Date

get your retirement plan started
Retirement planning step 1

Test Your Retirement I.Q.

retirement planning step 2

Try our retirement readiness tool

retirement planning step 3

Take our Retirement Solved e-class

retirement planning step 4

Get a FREE Am I Ready? Review

retirement planning step 5

Start your plan

“People who have a written retirement plan accumulate 4x as much in assets as those who don’t.”
-2015 Wells Fargo retirement study

Whether you want to retire and stop working like a dog or live a work-optional lifestyle, we can help you plan a better retirement bottom line and your financial freedom date.

Our Retirement Solved approach to retirement readiness is based on the belief that when you take the time to educate yourself, proactively analyze and strategize and then build and implement an informed plan, you’ll enjoy a more confident and comfortable retirement. Retirement happens…get started planning your financial freedom date with our 5 steps. Feel free to follow each step in order, jump around or get started in our full planning process with us.

Retirement planning step 1

Step 1: Test Your Retirement IQ

We’ve compiled a list of the most important 26 questions you need to answer as you prepare for retirement.  Your Retirement Advisor affiliated advisor’s are uniquely skilled in helping you address these tough, but necessary questions.

Download the 26 Retirement Questions Here

retirement planning step 2

Step 2: Envision What Kind of Retirement You Want with our Readiness Tool

In about 15 minutes our Ready-2-Retire interactive questionnaire will help you visualize your retirement in a whole new way – you’ll be able to create a personal retirement profile that you can easily reference whenever you need to make decisions about your retirement.

Click here to begin your Ready-2-Reitre Questionnaire

retirement planning step 3

Step 3: Take Our “I Know Nothing About Retirement” e-class

Knowledge is your most powerful retirement resource. Invest some time and learn what you don’t know about retirement. The “I Know Nothing About Retirement” e-class is free and the other modules we offer are only $10/each.

Take an Online E-Class Here

And check out our Learning Center for many more free resources

retirement planning step 4

Step 4: Get a FREE “Am I Ready?” Review from Us

Hi, my name is Lynn Toomey and I’m a co-founder of Your Retirement Advisor. I invite you to request an “Am I Ready” Review with my co-founder and retirement advisor, Brian Saranovitz. Brian is a former professional football player, turned financial advisor, turned retirement “geek”. Brian’s passion for retirement and helping people improve their retirement outcome is evident in everything he does.

Click here to meet Brian and hear him explain the Review

Read more about Brian’s background here

On this call, Brian will discuss your retirement questions and concerns, as well as chat about your retirement planning objectives. He can also prepare and present a “Retirement Income Projection Snap Shot” for you, which gives us a glimpse into your current situation. In order to complete this Snap Shot before your meeting, we’ll need you complete this Am I Ready? Questionnaire. (note: we don’t have for any SS #s or account #s, etc.) The Snap Shot can be prepared and reviewed after your initial discussion as well.

Brian will also explain how to use our services in the most effective manner.  This is an opportunity for you to learn a bit more about Brian  our education-focused Retirement Solved planning process. We do approach retirement planning a bit different than most with the primary goal of helping you answer your most pressing questions, When can I retire? and How much do I need to retire?  Unlike investment advisors and insurance agents, we provide balanced guidance on ALL the components of retirement planning: debt/expense management, income planning (including Social Security), investments, Medicare, long term care insurance, tax reduction, use of home equity, estate planning and more.  This is also a great exercise for you (and your spouse) to go through to benchmark your situation, begin the retirement conversation and as a basis for your retirement plan. It’s a great “2nd opinion” if you’re already working with another advisor too.

Request an “Am I Ready?” Review with Brian

retirement planning step 5

Step 5: Life is Good. Retirement is Better. If You Get the Right Help

While retirement planning is imperative, it certainly isn’t easy. The accumulation phase of your life is easy compared with retirement. There’s so many more considerations and issues to address in retirement.

Our honest, approachable advice & resources are available to you whether you’re a DIYer, or you’ve decided that retirement planning is not your area of expertise and you’d rather spend your time doing something else while we figure out the details of your plan.

Everyone has a different capacity and interest in planning their financial life and retirement. While we prefer working with people in our “Plan It Together” model, we do offer two other options: Plan It for You and Plan It Yourself.

Choose Your Planning Path 

Learn more about the value the right advisor can offer

Life is Good. Retirement is Better. Start Planning the Dream

Choose Your Starting Point Here

Retirement Happens…
Start Your Plan Today

ReadinessKitJan2017

Yes, I want to access the online Am I Ready? retirement kit.

Follow the 6 steps to retirement readiness: read how to guides, watch videos and use our retirement calculators.  We’re here if you have any questions or would like any number of assessments.




*Required

There's No Better Time Than Now to Start Planning Your Financial Freedom Date

get your retirement plan started
Retirement planning step 1

Test Your Retirement I.Q.

retirement planning step 2

Try our retirement readiness tool

retirement planning step 3

Take our Retirement Solved e-class

retirement planning step 4

Get a FREE Am I Ready? Review

retirement planning step 5

Start your plan

“People who have a written retirement plan accumulate 4x as much in assets as those who don’t.”
-2015 Wells Fargo retirement study

Whether you want to retire and stop working like a dog or live a work-optional lifestyle, we can help you plan a better retirement bottom line and your financial freedom date.

Our Retirement Solved approach to retirement readiness is based on the belief that when you take the time to educate yourself, proactively analyze and strategize and then build and implement an informed plan, you’ll enjoy a more confident and comfortable retirement. Retirement happens…get started planning your financial freedom date with our 5 steps. Feel free to follow each step in order, jump around or get started in our full planning process with us.

Retirement planning step 1

Step 1: Test Your Retirement IQ

We’ve compiled a list of the most important 26 questions you need to answer as you prepare for retirement.  Your Retirement Advisor affiliated advisor’s are uniquely skilled in helping you address these tough, but necessary questions.

Download the 26 Retirement Questions Here

retirement planning step 2

Step 2: Envision What Kind of Retirement You Want with our Readiness Tool

In about 15 minutes our Ready-2-Retire interactive questionnaire will help you visualize your retirement in a whole new way – you’ll be able to create a personal retirement profile that you can easily reference whenever you need to make decisions about your retirement.

Click here to begin your Ready-2-Reitre Questionnaire

retirement planning step 3

Step 3: Take Our “I Know Nothing About Retirement” e-class

Knowledge is your most powerful retirement resource. Invest some time and learn what you don’t know about retirement. The “I Know Nothing About Retirement” e-class is free and the other modules we offer are only $10/each.

Take an Online E-Class Here

And check out our Learning Center for many more free resources

retirement planning step 4

Step 4: Get a FREE “Am I Ready?” Review from Us

Hi, my name is Lynn Toomey and I’m a co-founder of Your Retirement Advisor. I invite you to request an “Am I Ready” Review with my co-founder and retirement advisor, Brian Saranovitz. Brian is a former professional football player, turned financial advisor, turned retirement “geek”. Brian’s passion for retirement and helping people improve their retirement outcome is evident in everything he does.

Click here to meet Brian and hear him explain the Review

Read more about Brian’s background here

On this call, Brian will discuss your retirement questions and concerns, as well as chat about your retirement planning objectives. He can also prepare and present a “Retirement Income Projection Snap Shot” for you, which gives us a glimpse into your current situation. In order to complete this Snap Shot before your meeting, we’ll need you complete this Am I Ready? Questionnaire. (note: we don’t have for any SS #s or account #s, etc.) The Snap Shot can be prepared and reviewed after your initial discussion as well.

Brian will also explain how to use our services in the most effective manner.  This is an opportunity for you to learn a bit more about Brian  our education-focused Retirement Solved planning process. We do approach retirement planning a bit different than most with the primary goal of helping you answer your most pressing questions, When can I retire? and How much do I need to retire?  Unlike investment advisors and insurance agents, we provide balanced guidance on ALL the components of retirement planning: debt/expense management, income planning (including Social Security), investments, Medicare, long term care insurance, tax reduction, use of home equity, estate planning and more.  This is also a great exercise for you (and your spouse) to go through to benchmark your situation, begin the retirement conversation and as a basis for your retirement plan. It’s a great “2nd opinion” if you’re already working with another advisor too.

Request an “Am I Ready?” Review with Brian

retirement planning step 5

Step 5: Life is Good. Retirement is Better. If You Get the Right Help

While retirement planning is imperative, it certainly isn’t easy. The accumulation phase of your life is easy compared with retirement. There’s so many more considerations and issues to address in retirement.

Our honest, approachable advice & resources are available to you whether you’re a DIYer, or you’ve decided that retirement planning is not your area of expertise and you’d rather spend your time doing something else while we figure out the details of your plan.

Everyone has a different capacity and interest in planning their financial life and retirement. While we prefer working with people in our “Plan It Together” model, we do offer two other options: Plan It for You and Plan It Yourself.

Choose Your Planning Path 

Learn more about the value the right advisor can offer

Life is Good. Retirement is Better. Start Planning the Dream

Choose Your Starting Point Here

Retirement Happens…
Start Your Plan Today

ReadinessKitJan2017

Yes, I want to access the online Am I Ready? retirement kit.

Follow the 6 steps to retirement readiness: read how to guides, watch videos and use our retirement calculators.  We’re here if you have any questions or would like any number of assessments.




*Required