Take the Retirement Checkup
Answer plain-language questions about the parts of retirement that matter most. Approximate values are acceptable for exploration.
Assess • Discover • Visualize
See where your retirement plan looks strong — and what may deserve more attention.
ADV Retirement brings your income, savings, debt, housing, healthcare and retirement choices into one educational planning experience. Start anonymously. No account or contact information is required.
✓ No account required to begin✓ No SSN or financial account numbers✓ No product ranking or sales scoring
How it works
Start with the big picture. Go deeper only where it helps.
Review your Readiness Dashboard
See On Track, Review Suggested or Priority Review signals with plain-English explanations — not a hidden consumer score.
Explore your plan and scenarios
Use the calculators and Baseline/Scenario tools to understand tradeoffs without being told which product or strategy to buy.
Independent by design
Education first. No lead-funnel logic inside the planning system.
ADV Retirement is designed to help you understand your retirement plan before you decide whether you need outside help. Calculations, statuses, educational routing and scenario ordering are separated from commercial or referral relationships.
How independence is protectedAnonymous first
Begin without sharing your name, phone number or email address.
Neutral results
No professional, provider, sponsor or affiliated business can improve a result or gain priority in a scenario.
You decide what happens next
Saving a plan or contacting a professional is separate, optional and requires an affirmative action.
Built for real retirement questions
Move from “Am I okay?” to more useful questions.
Can my monthly plan work?
Compare recurring retirement income and expenses and see how much ongoing margin your plan currently has.
Income & savings toolsDoes my home still fit retirement?
Look at housing affordability, maintenance, right-sizing, renting and home-equity choices without forcing a housing product.
Housing toolsHow should I plan for healthcare?
Model recurring healthcare costs, Medicare transitions and future-care stress scenarios without collecting diagnoses.
Healthcare planningDallas–Fort Worth retirement resources
Planning is local, too.
DFW resource pages will connect retirement-planning flags to practical local information such as property-tax resources, Medicare/SHIP help, transportation, aging-in-place services, caregiver support and community resources.
Explore DFW ResourcesProperty taxTransportationMedicare / SHIPAging in placeCaregiver supportLegal & estate
Start with the checkup
You do not need to have every number ready.
Use what you know today. You can refine your Baseline later as your planning gets more specific.
Start My Retirement Checkup