Click here to see the list of questions you’ll be asked when requesting your score.


I’d like to chat with someone before requesting my 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

Questions? Call us at 508-798-5115 or email us at

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