The Retirement Creation Assessment is a powerful first step toward building the retirement you’ve envisioned. Instead of just reacting to financial concerns, this assessment helps you take control—by identifying blind spots, revealing opportunities, and clarifying what truly matters for your financial future.

Through a guided reflection on three essential areas of retirement health—Missing Opportunities, Income Confidence, and Wealth Preservation—you’ll gain deeper insight into where you stand today and what actions could move you closer to the retirement you want to design.

Whether you’re five years away or already retired, this assessment is designed to help you think proactively, act intentionally, and plan with purpose.