Free Retirement Projection


There is nothing quite like seeing your planned retirement laid out clearly in front of you. Using your data, your plans, and your assumptions (tempered with a little advice from us!), we feed all of your information into a sophisticated computer program that helps to project your retirement for the rest of your life/lives.

Then we sit down together in front of the computer screen, and make adjustments:

  • What happens if the market does poorly?
  • What happens if you retire a year earlier?
  • How about if we change all of your investments to be more conservative?

…and any other questions that you may be wondering about. This is your chance to look at all the possibilities. Your first meeting is at no cost or obligation. We will try to answer your questions and share with you as much useful information as we can in less than an hour. There is no formal presentation. (By now, you should know we are educationally focused!)

For this to work, you must fill out a form telling us the specifics of your retirement income, savings, and plans. And the more thorough you are, the more accurate your projection will be. Please have that form filled out at least a week before your appointment. When you come in, you will want to bring with you copies of any statements and your most recent tax return.

When you fill out the form below, one of our staff will call you soon to arrange a convenient appointment time. Appointments are at our offices during normal business hours (not Fridays).

Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., An SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. We are licensed for securities in AZ, CA, CT, DE, HI, ID, MO, MT, NC, NM, NV, NY, OK, OR, SD, UT, WA, WY. We are licensed for insurance in AZ, CA, DE, FL, HI, ID, MT, NC, NV, OR, SD, UT, WA, WY. Our RIA license is in UT.

This site is for informational purposes only, and does not constitute an offer to buy or sell any security mentioned herein. The included market research information is obtained from third party sources that are deemed reliable, but is not guaranteed. The information is subject to change without notice, and is not intended to be a complete analysis of the security, issuer or industry discussed, and is not to be considered an offer or a solicitation of offers to buy or sell any security.