Affiliated advisors with Your Retirement Advisor offer an initial “complimentary” Am I Ready? Assessment. In this session, he/she will review your current situation and discover what concerns, stress or issues you’re having. He/she will also give you any suggestions for improvements to your current plan. It’s a great opportunity to understand our philosophies, strategies and approach, as well as the advisor you’d be working with should you decide to take advantage of our approach.
We also offer “self-guided” assessments and several fee-based assessments on our Assessment page. These are offered through our affiliated advisors giving you an indication of your retirement readiness. You can also use the form below to make an assessment request.
