The Financial Sciences Company · Retirement Checkup readout ·
The Retirement Checkup
Six decisions shape a retirement. How many of yours are made?
Nine quick questions, then a written readout: which decisions you’ve settled, which are still open, and what you can do about each one on your own, plus the Social Security, Medicare, and required-distribution dates for your birth year. It’s yours to keep, whether or not we ever talk.
What the readout covers
- Cash flow & income
- When to claim Social Security · Your retirement paycheck
- Risk
- Your down-market plan
- Estate
- Beneficiaries and documents
- Tax
- Your withdrawal order · Roth conversions and your brackets
The Checkup is educational. The readout reflects only the answers you give. It isn’t a financial plan, a projection, or advice.
Your readout ·
Your dates
| Year | Age | What happens | Timing |
|---|
Your spouse or partner’s dates follow the same rules from their own birth year.
Decision by decision
Want a second set of eyes on it?
Everything above is yours to keep. If you’d like to go through it with us, we’ll take thirty minutes to understand where you are and what matters most to you, and talk openly about whether the firm is a fit. If another firm is a better fit, we’ll point you there.
Pick a time on the calendarOr call or text 214-436-7440.
To book: cal.com/thefinancialsciences/intro · or call or text 214-436-7440
The first conversation is free and doesn’t make you a client or create an advisory relationship.
The Retirement Checkup is educational. The readout reflects only the answers given and general rules in effect in 2026. It is not a financial plan, a projection, or personalized investment, tax, or legal advice. The Financial Sciences Company, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.