How to Read Your Early Retirement Score
0–40 points:
Things Need to Change Fast
Based on your responses, the chances you can retire earlier than your target age are low. Changes to your retirement plan will be essential to make up ground.
41–90 points:
Doing Ok. But Ok Isn’t Enough
Based on your responses, you have done a decent job preparing for retirement. If you want to ensure you meet or exceed your target retirement age, you need to enhance your plan.
91–100 points:
Things Look Solid. Don’t Get Complacent
Congrats! Based on your responses, you are on track to retire early. But a bad market turn or an unexpected hurdle can knock you off course. Be sure to review your portfolio regularly.
👉What Happens Next
Your score has been received and reviewed
An advisor will reach out directly to you by phone call and text
You can also choose a time below if you prefer to schedule a review immediately
Schedule Your Retirement Review
Most score reviews are completed within 24–48 hours after submission.
If you do not schedule a time, an advisor will still reach out shortly using the information you provided. We may also send a quick text to confirm your results.
Choose a time that works best for you.
→ We’ll walk through your retirement timeline
→ Identify any gaps or risks in your plan
→ Show you what it would take to retire earlier
What our clients are saying
Confluent Asset Management made our retirement planning easy and stress-free. Yogesh Prasad and his team created a solid income plan and took great care of our assets. We trust them completely and recommend their services to anyone planning for retirement.
Confluent went out of it's way to treat me not like another potential buyer, but as a person with real goals. They went the next level to look at my portfolio and see what was holding me back. I've recommended they speak with family and friends and so far they all say the same thing.
*All testimonials have been provided by active clients without compensation
Disclaimer
The views, information, or opinions expressed in the above article are solely those of the author and do not necessarily represent those of any affiliated organizations, institutions, or entities. The article is meant for informational purposes only and should not be considered as professional investment advice. Past performance is not indicative of future results. The stock market is inherently risky, and investors may lose part or all of their investment. The author does not guarantee the accuracy, completeness, or timeliness of the information provided. Any reliance you place on such information is strictly at your own risk. This article contains forward-looking statements and projections that are based on current expectations, estimates, and projections about the stock market and the overall economic environment. These statements are not guarantees of future performance and involve certain risks and uncertainties which are difficult to predict. The author is not a licensed financial advisor, and this article should not be construed as a recommendation to buy, sell, or hold any investment or security. Before making any investment decisions, readers should consult with a qualified financial advisor to discuss their individual situation and risk tolerance. The author may hold positions in some of the stocks or financial instruments mentioned in this article. However, this does not influence the objectivity of the content presented. This article is protected by copyright laws and may not be reproduced, distributed, transmitted, displayed, published, or broadcast without the prior written permission of the author. By reading this article, you acknowledge that you have read and understood this disclaimer and agree to hold the author and any affiliated parties harmless from any losses, damages, or consequences resulting from the use of information contained within.