Probability of Retirement

The probability of retirement is a tool we use to measure how likely it is that you’ll achieve your retirement goals. It gives you a clear picture of where you stand and what adjustments might be needed to help you retire comfortably. Knowing this helps you plan better for the future.

How We Assess Your Retirement Probability

We evaluate your retirement plan using advanced tools that analyze your savings, investments, and future income. By looking at factors like your current savings rate and potential returns, we can make realistic projections. If necessary, we help you adjust your plan to improve your chances of success.

Here’s how we do this:

  • Input your Data
  • We will calculate your Probability of Retirement Success (PRS)
  • We send you your PRS score with suggestions to improve your score
This simulation is a hypothetical example and is not representative of any specific situation. Your results will vary.

Key Factors in Your Retirement Probability

Several factors affect your probability of retirement, such as how much you save, how your investments perform, and your future expenses. We also take into account market conditions and potential sources of income, like pensions or Social Security, to give you a full picture.

Why Does It Matter?

Understanding your retirement probability helps you make more informed decisions about saving and investing. It provides peace of mind by showing where you are on your retirement path and what steps may be needed to reach your goals.

How RFG Wealth Advisory Can Help?

We offer personalized guidance to help improve your probability of retirement. Our team works with you to create a plan, monitor your progress, and make adjustments as needed so that you can stay on track toward a comfortable retirement.

Start Planning For Retiremnet Today

Take the first step toward securing your retirement. Contact us today for a consultation, and let’s work together to assess your retirement probability and help you reach your goals.

Free Assessment

  1. What is your PRS score? Are you on track?
  2. Fee breakdown. How much are you currently paying for your investments?
  3. Performance review. Can your investments be improved?

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


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