Free Assessment · Takes ~4 minutes
Your Custom Assessment Report Includes
Calculate Your Safe Retirement Spending Power
To measure your monthly retirement baseline and portfolio solvency, summarize your income and liquid assets below.
Social Security Claiming Strategy
Find this at ssa.gov/myaccount — look for your 'FRA benefit' on the statement.
Other Monthly Income Streams
Portfolio & Liquid Assets
Savings, brokerage, and easily liquidated assets. Used to check savings-route visa qualifications and to calculate portfolio income below.
4% — conservative benchmark.
Passports / Citizenship
Select every passport you hold. Some passports grant automatic residency rights in certain countries — no visa required.
Citizenship by Descent (optional)
Informational only — does not affect your scores. List any countries where you may be eligible through a parent or grandparent, separated by commas.