Question 1 of 5
Which retirement accounts do you have?
Select every one that applies. Many people have more than one.
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Question 2 of 5
When do you plan to retire?
There’s no wrong answer. It only changes what’s most useful to discuss.
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Question 3 of 5
Roughly what have your supplemental accounts grown to?
Your 403(b), 457(b), 401(k) and IRA balances added up, and a ballpark is fine. Not including your pension.
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Question 4 of 5
What brings you here now?
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Question 5 of 5
Would you like an overall review of your retirement accounts?
Last one.
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Your Situation May Benefit From a Personal Review
Based on what you’ve shared, a conversation may be more helpful than continuing to research on your own.
Robby reviews your accounts personally
Pick a time that works, and bring a recent statement if you have one
No cost, and no obligation to change anything afterward
Here’s where to start.
Good instinct to be looking into this now. The questions that come up most at this stage are already written down and waiting for you, so you can take your time with them.
How a 403(b), a 457(b) and a 401(k) actually differ
Where a CalSTRS or CalPERS pension stops and your own savings start
What to ask about any retirement plan you’re offered
Everything here is yours to keep. When the time feels right to talk it through, you’ll know exactly where to find us.
