What does retirement look like for you?

Tell us your vision — we'll build a plan around it.

What are your primary retirement goals?

What is your biggest concern about retirement? (optional)

How would you describe your current financial situation?

What have you saved so far?

We just need a rough picture — no need to have exact figures.

Approximate total retirement savings (optional)

How much are you saving per month? (optional)

What types of accounts do you have? (optional)

401(k) / 403(b)

IRA / Roth IRA

Brokerage / taxable

Pension

Real estate equity

Other / not sure

When do you plan to retire?

Your timeline shapes everything — we use it to build the right strategy.

Target retirement date

1 – 3 years

4 – 7 years

8 – 15 years

15+ years

Already retired

Your current age (optional)

How would you describe your risk tolerance?

Conservative — I prioritize safety over growth

Moderate — A balanced mix of growth and stability

Aggressive — I can handle market swings for higher returns

Almost there — let's connect.

We'll use this to reach out and set up your free consultation.

Full name *

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Email address *

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Phone number (optional)

By submitting, you agree to be contacted by Routy Retirement about your retirement planning. We respect your privacy and will never share your information.

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A member of the Routy Retirement team will reach out
within one business day to schedule your free consultation.

Routy Retirement — Your future, planned.