Retirement Readiness Assessment | Fortress Financial Group
Interactive Assessment

Retirement Readiness Scorecard

Discover where you stand across 7 essential areas of retirement planning

Financial Preparedness Question 1 of 21
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Get Insights Into Your Retirement Planning

Educational Tool: This assessment is for educational purposes only and does not constitute investment, tax, legal, or financial advice. Results are based solely on your self-reported answers.
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21 questions in 5-7 minutes
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Based on Your Responses
General educational insights based on your answers
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What You'll Discover

Your score based on your responses, areas of strength, and topics where further exploration may be beneficial.

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Question 1 of 21
💰 Financial Preparedness

How strongly do you agree with this statement?

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Strongly
Disagree
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Somewhat
Disagree
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Neutral
 
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Somewhat
Agree
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Strongly
Agree

Your Retirement Readiness Score

0
out of 100

Your Results by Category

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Want to Discuss Your Results?

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Fortress Financial Group is an SEC-registered investment advisor. Registration with the SEC does not imply a certain level of skill or training. Review our Form CRS (Client Relationship Summary) for important information about our services.

Important: This assessment is for educational purposes only and does not constitute personalized investment, tax, legal, or financial advice. Results are based solely on your self-reported answers and should not be relied upon as a comprehensive evaluation of your retirement readiness. Please consult with a qualified financial professional before making any financial decisions. Fortress Financial Group is a fee-only fiduciary registered investment advisor. Registration with the SEC does not imply a certain level of skill or training.