Your $149 Retirement Readiness Assessment

Retirement Readiness Assessment, Calgary

Most people don't know when they should retire, how much money they can expect to receive in retirement and, whether or not their money will last as long as they do.


If this sounds like you then you need to take our Retirement Readiness Assessment.


The Retirement Readiness Assessment will help you:

(1) Determine how much income you will need in retirement

(2) Discover where exactly that income will come from

(3) Set a realistic retirement date

(4) Ensure you will never run out of money in retirement




The Process:

Our process involves the completion of a questionnaire once you book your appointment. Your appointment can be in persona at our office or over the phone or through video conference (Facetime or Skype). Your confirmation email will include a list of documents for you to bring with you to the meeting or provide to us in advance. We will then review and assess the information you have provided. All information is kept strictly confidential between us and you. 


At your 1 hour session, you will receive:

  • A retirement readiness score based on your present situation
  • A clear picture of how much money you can expect to receive from government pensions, work pensions and your portfolio/savings
  • A list of gaps you need to be aware of (the things you didn't know that you didn't know),
  • A better idea of when will be the best time for you to retire
  • Action steps you can follow that will improve your probability of retirement success and Guarantee you won't run out of money in retirement.

Cost: $149.00 + gst (per household regardless if a couple or single)

 Click here to BOOK now or call us at 587-755-0159.

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