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Want to know where you stand on the path to financial independence?
Answer these simple questions, and we’ll provide insights tailored to your situation.
When do you plan to retire?
Within 5 years
5–10 years
10+ years
I'm already retired
What is your total investable asset amount (including retirement and non-retirement assets)?
Less than $250,000
$250,001 – $1,000,000
$1,000,001 – $5,000,000
$5,000,001 – $10,000,000
Over $10,000,000
How much of your assets are in retirement accounts (IRA, 401(k), etc.)?
Less than $250,000
$250,001 – $1,000,000
$1,000,001 – $5,000,000
$5,000,001 – $10,000,000
Over $10,000,000
What is your desired annual spending in retirement?
Less than $50,000
$50,001 – $100,000
$100,001 – $250,000
$250,001 – $500,000
Over $500,000
Expected annual income from Social Security:
Expected annual income from pension:
Expected annual income from rental or business:
Expected annual income from annuities:
Expected annual income from other sources:
Any additional expected annual income?
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