This quick self-assessment will help you identify areas of strength—and uncover any weak spots before they become costly. When you are retired or just a few years away from retirement, this tool can help you move forward with confidence.

This assessment covers:

• Income planning and long-term financial security

• Medical and long-term care preparedness

• Investment allocation and risk management

• Tax efficiency in retirement

• Strategies to avoid outliving your savings

Once you complete the assessment, you’ll receive a custom response based on your score—including tailored guidance and a no-cost consultation offer from Providence Financial.