Quality Over Quantity: Retirement Report Card Score

At this point, I'm sure you are ready to see how you scored on your retirement report card. We are taking the quality over quantity approach with how we deliver your score. Many of our competitors have automated systems they use to generate a quick generic score for your retirement plan quickly. We believe reviewing the questions on your report should be done by hand by a human. That way we can take your surrounding circumstances and apply that to how your report is scored. Generic works well in many cases, but judging the strength of your retirement plan is not one of them.

Watch the Video First Before Completing this Page

To get your score, we need a few more details to help us connect the dots of how we see your retirement report card.
Fill out these last few details of basic information needed for your personalized score.

After filling out this last form, we will send you an email confirming we have received your report card submission.

Finally, we will reach out to you (a real person and not a computer) via email or phone to provide you with your individualized report card score.
Please keep in mind this is a real live human person reviewing your report, so your score is not instant. Please allow for up to 3 business days for your finalized report card score.

Please provide this last bit of the basic information needed for your personalized report card score.