Retirement Readiness Check-In
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​Let’s Find Out in Just 15 Minutes.

In just a few minutes, you'll receive a Retirement Readiness Score that highlights where you're doing well and where you may need attention.

Then schedule a complimentary 15-minute review with an experienced retirement advisor who will help you understand what the results mean and identify practical next steps.

No cost. No obligation. Just clarity.
Button: Take the Free Check-In

Why Take This Assessment?

A Simple Way to Gain Retirement Clarity

Many people have accumulated savings but still wonder:

✅ Am I really on track to retire comfortably?

✅ Will my money last?

✅ Am I taking unnecessary risks?

✅ What should I focus on next?

✅ Am I saving enough?​

This quick assessment helps identify strengths, potential gaps, and opportunities so you can make more informed retirement decisions.

How It Works

Step 1: Complete the Free Assessment
Answer a series of simple questions about your finances, retirement goals, and preparedness. Most people finish in less than five minutes.

Step 2: Review Your Retirement Readiness Score
You'll receive an instant score along with insights into key planning areas that can impact your retirement success.

Step 3: Schedule Your Complimentary 15-Minute Review
Meet with an InTrust advisor to discuss your results, uncover opportunities for improvement, and determine whether additional planning may be beneficial.
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No pressure. No sales pitch. Just practical guidance.

InTrust Advisors

Retirement Readiness Check-In

Clarity for your next chapter

Let's start with your household and timeline.

Use reasonable estimates. You can adjust your answers and see how the result responds.

Are you planning for one person or two?

One person Me and my spouse or partner

Your current age

Your planned retirement age

Plan through age

Spouse or partner

Current age

Planned retirement age

What have you built so far?

Combine retirement, brokerage, and other investable accounts for this initial estimate.

Current household retirement savings

Annual household contributions

Approximate stock allocation (%)

Estimate dependable annual retirement income.

Enter gross annual amounts expected in retirement.

Your Social Security

Spouse Social Security

Pension income

Other dependable income

What might retirement cost?

Separating living and healthcare expenses helps identify which assumptions need the closest review.

Annual living expenses

Annual healthcare costs

Include premiums and expected medical, dental, prescription, and out-of-pocket costs.

Confidence in your expense estimateLow, I am guessingMedium, reasonably closeHigh, based on a budget

Your personalized results are ready.

Please provide your name and email before viewing your results. Required consent relates only to delivering the requested results. Marketing consent is optional.

First name *

Last name *

Email address *

Phone number (optional)

Required: I authorize InTrust Advisors to use the information I provide to deliver and follow up about my requested Retirement Readiness results. I understand this calculator provides an educational estimate, not individualized financial advice.

Optional: I would also like to receive occasional retirement planning insights and information from InTrust Advisors by email. I may unsubscribe at any time. Consent is not required to receive my results or any service.

InTrust Advisors does not sell personal information. Please review the Privacy Policy.

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Your readiness estimate

Result

This directional estimate highlights assumptions and planning issues that may deserve a closer review.

Projected savings$0

Dependable income$0/yr

Annual gap$0/yr

Your personalized recommendations

Schedule My 15-Minute Retirement Check-In

Important: Results are based solely on the information entered and simplified assumptions. They do not predict investment returns or provide investment, tax, legal, healthcare, or insurance advice. This tool is not a substitute for a comprehensive financial plan.

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More than a score

This check-in focuses on six practical retirement drivers:

• Retirement timing
• Household savings
• Dependable income
• Living expenses
• Healthcare costs
• Investment balance

Your privacy

The calculator performs its financial calculations in your browser. Contact information is transmitted only if a secure form endpoint is configured in the code. Do not publish until the endpoint and privacy workflow are tested.

More Than a Score 

A score alone won't tell you whether you're making the best decisions for retirement.

The real value comes from understanding:

✅ Your retirement income outlook
✅ Savings and spending strategies
✅ Investment risk and diversification
✅ Tax planning opportunities
✅ Healthcare and long-term planning considerations
✅ Areas that may need attention before retirement

Our goal is to help you gain confidence in your next chapter.

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Frequently Asked Questions

1. What is the purpose of this website?
This website is designed to provide information about our services, help you get in touch, and offer useful resources to support your needs.

2. How can I contact you?
You can reach us through the Contact Form on the site or click the Request a Free Consultation button above. We typically respond within 24 hours.

3. Do you offer free consultations?
Yes! We offer a 15-Minute Retirement Check-In based on the RISE Score Assessment. It’s a free review to help you understand your retirement readiness.

4. What services do you provide?
We specialize in retirement planning, financial readiness assessments, and personalized consultations to help you achieve your financial goals.

5. Is my information secure?
Absolutely. We use secure forms and data protection measures to ensure your personal information is safe.

6. How do I schedule an appointment?
​You can click the Request a Free Consultation button above or the Contact Form on our website to request a time that works for you. We’ll follow up with confirmation and details.  If additional guidance would be helpful, we'll outline available resources and planning options. The choice is always yours.​

Please Note - This free service is designed for professionals and business owners age 50+ with $1M+ in investable assets or $2M+ in net worth who are seeking clarity on their retirement readiness and legacy planning.

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Disclosures

General Disclosure Statement
InTrust Advisors, Inc. is a state registered investment adviser. Registration does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where InTrust Advisors, Inc. and its representatives are properly licensed or exempt from licensure.

No Offer or Solicitation
The content of this website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful.

Free Consultation Disclosure
The 15-Minute Retirement Check-In is offered at no cost and without obligation. It is intended to provide general guidance based on the RISE Score Assessment and does not constitute personalized investment advice.  If additional guidance would be helpful, we'll outline available resources and planning options. The choice is always yours.

Privacy and Data Use
Any personal information collected through this site will be used solely for scheduling and communication purposes. We do not sell or share your information with third parties. By providing your email address, you agree to receive periodic communications from us regarding financial tips, updates, and promotional offers. We respect your privacy and will never share your information with third parties without your consent. You can unsubscribe from our mailing list at any time by clicking the unsubscribe link in our emails.