Early Retirement Scorecard

Most Portfolios Aren’t Built for Early Retirement. Is Yours?

Use this interactive Early Retirement Scorecard to see where you stand in 5 simple steps.

Step 1: What’s Your Target Retirement Age?

At what age are you currently aiming to retire?

Score Yourself

Step 2: How Much Are You Saving For Retirement?

What percentage of your income are you saving annually for retirement?

Score Yourself

Step 3: How Many Investment Accounts Do You Have?

How many different investment accounts do you currently have money invested in? (401K, IRA, Roth IRA, Brokerage Account, Other)

Score Yourself

Step 4: How Much Do You Have Saved For Retirement?

What is the total amount you currently have saved for retirement?

    Score Yourself

    Step 5: Do You Have an Income Plan for Retirement?

    Do you have a designated plan for generating income in retirement?

          Score Yourself
          Your Early Retirement Score
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          For educational use only. Results are illustrative, based on your inputs and simplified assumptions, and are not a guarantee, a financial plan, or personalized advice. Investing involves risk, including loss of principal. View full disclaimer.

          What's Next?

          You're already ahead of most people.

          Getting your early retirement score is the first big step. Now you need to know what it means and what steps you need to take to retire early.

          Use your score to receive early retirement analysis. This will teach you how to read your score and give a clear snapshot of where you stand currently.

          Get Your Early Retirement Analysis

          Disclaimer

          Important Information About This Tool 

          The Early Retirement Scorecard and Retirement Calculator are provided by Confluent Asset Management LLC (“Confluent”), a registered investment adviser, for general educational and illustrative purposes only. 

          Your score and results are based solely on the information you enter and on simplified assumptions. They are not a financial plan, a forecast, or a guarantee that you will reach any retirement goal. Actual results will differ. The tool does not account for your complete financial picture, including  taxes, Social Security, pensions, healthcare costs, and other income or expenses. 

          Nothing in this tool is personalized investment, tax, or legal advice, or a recommendation to buy, sell, or hold any security. Using it does not create an advisory relationship with Confluent. That relationship begins only when you sign a written agreement with us. Before making financial decisions, consider speaking with a qualified financial professional, tax advisor, or attorney about your own situation. 

          Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Projections and hypothetical illustrations have inherent limitations, and the assumptions behind them may not be realized. 

          We believe the information provided is reliable but do not guarantee its accuracy, completeness, or timeliness. Please see our Privacy Policy for how we handle information you submit. Confluent is registered to provide advisory services and where otherwise permitted. Registration does not imply a certain level of skill or training. For more about our firm, see our Form ADV Part 2.