Introductory
Retirement Readiness Report — Am I Ready To Retire?
$297 $99
Limited Time - Special Offer · until August 31, 2026
One-time · 12–18 page report · 15-minute orientation call
- Retirement Readiness Score (green / yellow / red)
- Required vs. current assets — surplus or shortfall
- Sustainable income estimate vs. desired income
- Baseline year-by-year projection
- Social Security & pension summary
- Basic federal tax & tax-drag estimate
- Retirement risk snapshot + top 3 improvement levers
Expanded Retirement Readiness Report
$497
One-time · 20–30 page report · 30-minute strategy review eligibility
- Everything in Introductory
- Expanded year-by-year projection
- Asset gap & income gap analysis
- Scenario comparison (retire later, spend less, delay Social Security…)
- Withdrawal-strategy comparison
- Estimated lifetime tax summary
- Projected estate value & survivor-spouse projection
Most In-Depth
Advanced Retirement Tax & Income Optimization Report
$997
One-time · 35–50 page report · priority consultation scheduling
- Everything in Standard
- Year-by-year tax-drag detail
- Roth conversion strategy comparison
- RMD planning & IRMAA planning
- Multiple stress-test scenarios
- Tax-bracket optimization
Application Only
Personalized Retirement Planning Package
$1,500 – $3,500
Scoped on a consultation call — not sold through automated checkout
- Everything in Advanced
- Personalized multi-year strategy roadmap
- Implementation checklist & custom scenarios
- Live planning sessions + annual plan refresh
Access Terms
- Each report tier is a one-time purchase — no recurring subscription is required to view the report you bought.
- Purchasing creates a secure account (email + password) so you can log in anytime to view your report online or download the PDF.
- Payments are processed securely by Stripe; card details never touch our servers.
- Higher tiers include everything in the tiers below them. Upgrade paths are offered inside your account.
- See our Refund Policy for refund terms and Terms of Service for full conditions.