Retirement check-up
Answer eight questions about how you feel about investment risk, then add a few numbers about your savings. You’ll see an illustrative picture of where you stand and topics worth discussing with an advisor. It takes about five minutes.
Illustrative, not personalized advice
- Risk quiz
- Your numbers
- Results
Your comfort with investment risk
There are no right or wrong answers. Choose the option closest to your situation.
Your retirement numbers
Rough estimates are fine. Enter amounts in today’s dollars, for your household.
Your check-up results
Illustrative, not personalized advice
Illustrative mix for this profile
Estimated probability of success
Things to discuss with an advisor
Talk it through with your financial advisor
Share your details and your financial advisor can contact you about this check-up. Your quiz answers and estimate are included, so you won’t have to start over.
Thank you
Want to talk through your results? Contact your financial advisor directly.
Important information
This check-up is an educational tool. It uses your answers and general planning assumptions, and it does not consider your full financial situation. Results are illustrative, not personalized investment, tax or legal advice.