Plan for the retirement you dream of...

How prepared for retirement are you?

Thinking about and planning for retirement can be quite daunting. And while we all have to contemplate what we want to do with our retirement years, there is always a tendency to put things off until tomorrow.

Our simple self-assessment tool will help you learn things you may need to consider and just how financially prepared you are for retirement.

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What's included?

Yes/No Questions

Five categories with three yes/no questions in each. Twenty-one questions in total.

Simple Scoring

For every question that you answer with yes, you score one point. Calculate your total score to learn the health of your financial situation.

Self-Assessment

Ten minutes is all that it should take to complete the assessment and find out your score.

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Secure Your Future with a Free 15-Minute Consultation.

Planning for retirement can be complex, but you don't have to do it alone. We offer a complimentary 15-minute retirement planning consultation at Middleton Financial Planning to help you confidently navigate your financial future.

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