The Retirement Report Card by FundMax

What to Expect From Us

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When used appropriately, we have seen this Report Card help to significantly aid in preparing to Retire Happily Ever After... 

Our first objective will be to understand your needsthen together, affirm that you are indeed financially "All Set” or highlight areas of missed opportunity based on your Report Card score. FundMax has been affirming that savers are 'All Set' for many years by listening and facilitating. Now you can take advantage of the same experience.

What is the Process?

Your personalized report card score will be reviewed by a real live human which means your score is not instant. We ask for your email so we can send you the results of how we score your retirement plan.

No commitment or fee to get the
process started of reviewing your retirement report card.
We are here with you to understand what is similar to others and most importantly, what is unique to your specific situation. 

If you are like many who feel like they are All Set and very well tended to, it will be our objective to affirm that to be true.  If there are any areas that you may need to take note of based on your disposition or preferences, we will highlight those areas.  What you decide to do with the feedback we give you is 100% your choice.  After all, it is your stuff.