Do You Know Your
Retirement Number?
Your retirement isn’t about a lump sum— it’s about having the right income every month. Find out your number in 2 minutes.
It’s Not About How Much You Save—It’s About How Much You Can Spend!
Most people think retirement is about hitting a savings goal ($1M, $2M, etc.).
The truth? You don’t spend a lump sum—you spend monthly.
Your key question should be: “How much income will I have every month?"
Knowing your number helps you avoid the #1 retirement fear—running out of money.
How Do We Calculate Your Number?
Our simple tool helps determine:
Your Current Savings Habits (or choose “Prefer Not to Say”)
Your Housing Situation (Own, Rent, Mortgage)
Your Healthcare Preparedness (Do you have long-term care coverage?)
Your Retirement Lifestyle (Modest, Comfortable, or Active?)
Why Having a Retirement Paycheck Reduces
Stress & Improves Happiness
Key Studies Supporting This Concept:
Willis Towers Watson (2012):
Retirees with guaranteed income report higher happiness and less financial stress.
Annuities and Retirement Happiness
RAND Corporation (2003):
People with annuity-like income sources feel more secure in retirement.
Annuities and Retirement Satisfaction
Blanchett & Finke (2021):
Guaranteed income gives retirees a “license to spend” confidently.
Guaranteed Income: A License to Spend
Step 1: Get Your Number
Step 2: Plan to Secure it
Now that you know your number, the next step is to develop a plan aimed at providing that income for life
- Sit down for a FREE review of your current assets to see if they can generate your number.
- If needed, we can help you develop strategies aimed at achieving lifelong income security.
- The goal? Retire with confidence, knowing your income plan is built on strategies for lasting financial well-being.