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Welcome to the Assessment Center

“The Unexamined Decision Isn’t Worth Making.”

We use a lot of brain power and software power to offer you a number of different guided and self-assessments.  Assessments are integral as a first step in your retirement planning journey, whether you’re working on your own or with Retirement Solved. Assessments give you a benchmark for your starting point and identify major issues and gaps in your financial plan. All of our assessments are very enlightening and we encourage you to reach out to a RetireMentor with any questions you may have.

You can use the results of your Assessments to:

  1. Partner with us and follow our Retirement Solved Approach to build and implement your retirement plan.
  2. Use the results on your own or with your existing advisor.
  3. Hold on to the results until you’re ready to start taking action.

Retirement Solved Readiness Software

In Step 1 of our approach, you’ll use our Retirement Solved Readiness software to identify your blind spots and find out if you’re ready for retirement.  The tool will highlight your deficiencies and gaps in your retirement finances, as well as your retirement knowledge. You’ll then use the data from the tool to proceed through the other 2 steps of the process. As you get educated, strategize, plan and implement with affiliated retirement experts you can circle back to the tool to see how your deficiencies have become efficiencies. The tool will be yours to use to track your financial and retirement progress.

Get Your Complimentary Retirement Success Score

In addition to the fee-based Assessments below, licensed, affiliated retirement planners offer a complimentary Retirement Sucess Score. The Retirement Success Score gives you an indication of your success in retirement, meaning your current probability of NOT running out of money in retirement. The software then tweaks a few things with your data and runs an analysis to determine how your score could be improved. If you’d like your complimentary personalized Score and your Am I Ready for Retirement? Assessment, simply provide some basic financial information by clicking the Give Me My Score button. We’ll circle back to you when your Score is ready. Got questions? Simply email Lynn at lynnt@retirementsolved.io.

P.S. 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.

Sample Fee-Based Assessments Offered by Licensed, Affiliated Planners

Retirement Income Projection Analysis

Request assessment here

Includes:

  • Income Needs & Expense Management
  • Income Optimization
  • Portfolio Re-Allocation
  • Tax Efficiency Calculation
  • Social Security Maximization
  • Income Withdrawal

Portfolio Assessment

Request assessment here

Includes:

  • Review of your current portfolio
  • Portfolio results vs. industry benchmarks
  • Fee analysis (are you paying too much)
  • Re-allocation suggestions based on your situation

Tax Efficiency Assessment

Request assessment here

Includes:

  • Tax effect of portfolio withdrawals
  • Social Security & Medicare taxes
  • Roth conversion & taxes
  • 401k withdrawal strategy

Social Security Maximization

Request assessment here

Includes:

  • Comparison of claiming strategies
  • Comparison of timing strategies
  • Benefits estimator
  • Tax predictor and spend down analysis

401k Assessment

Request assessment here

Includes:

  • Review of your current 401k plan
  • Are you putting enough away?
  • Review of investment options
  • Review investment allocations
  • Re-allocation as necessary
  • Withdrawal strategy/tax effect

Long Term Care/Life Insurance Assessment

Request assessment here

Includes:

  • Analysis of current life insurance/LTC
  • Needs determination
  • Funding options

Medicare Assessment

Request assessment here

Includes:

  • Review of Medicare options
  • Medicare Supplement, Medicare Advantage and Medicare Part D Prescription Drug plans
  • Needs assessment
  • Cost of plans comparison