✓ Retirement Readiness with a Fiduciary Advisor
Are You Truly Ready for Retirement?
Discover the 10 essential questions every qualified advisor should use to assess retirement readiness.
How many can you confidently answer?
Retirement isn’t just a date—it’s a strategy.
Whether you're 5 or 15 years away, the decisions you make today will shape your financial future. At Mustard Seed Wealth Management, we deliver retirement strategies that are tax-efficient, risk-aware, transparently managed, and always guided by fiduciary duty.
TOP 10 RETIREMENT QUESTIONS...CAN YOU ✓ THE BOXES?
Do I know how much income my retirement accounts will generate each month?
Have I considered the tax traps of rolling over my old 401(k) and do I know the advantages of rolling over now?
Have I considered the tax traps of rolling over my old 401(k) and do I know the advantages of rolling over now?
Do I know my Social Security strategy (and how to maximize it)?
Is my investment portfolio adjusted for income stability—not just growth?
Have I mapped out a strategy for Roth conversions, RMDs, and tax-efficient withdrawals?
Have I estimated my healthcare and long-term care coverage gaps and risks?
Are my beneficiaries, trusts, and estate documents up to date and aligned with my wishes?
Is my retirement plan built to withstand rising costs over the next 20–30 years?
Do I have a strategy to protect my portfolio from early retirement market downturns?
Do I have an advisor who is ethically and legally obligated to act in my best interest overseeing my retirement plan?
Ready to get clarity on your retirement plan?
Let’s walk through your checklist together and build a plan that works for you.
Schedule a Free Retirement Readiness Review today.
