Free financial assessments
Every investor has a unique set of circumstances that makes it difficult to find a pre-packed solution. As you go through your financial journey, your needs will change. The key to long-term financial success is allocating your assets to the portfolio that best suits YOUR individual needs.
Curious if you are on the right track? Start with this short assessment by answering questions about your current financial situation.
This gives us a deeper look at your overall financial picture. Click here for a list of numbers you will want to gather before you get started. Once completed you will receive a full financial roadmap including projections on your probability of running out of money during retirement. The report also includes areas you can change to improve your situation.
Would you like a worksheet to assist in creating your own financial roadmap? Use one of the two buttons below to get the process started.
For federal employees, we have a quick way to help determine if you're on the right retirement path. This quick assessment also generates an investment allocation you can use inside the plan.
Participants in the Thrift Savings Plan (TSP) can take a short, 10 Question Assessment to determine their personality, followed by a few financial planning questions to generate a recommended allocation for their TSP Investments. The report will also show the probability of running out of money as well as areas that need to be addressed.
