What Does a Retirement Readiness Review Actually Look Like?
Most people avoid scheduling a financial consultation because they don't know what to expect.
Here's exactly what happens in a Retirement Readiness Review with our team — no fluff, no sales pressure.
The first 10 minutes — We listen.
Where are you in your timeline? What's keeping you up at night? What does retirement actually look like to you? We don't start with spreadsheets. We start with your situation.
The next 15 minutes — We assess.
We look at your income sources, your savings, your projected expenses, and any major decisions on the horizon — Social Security timing, 401(k) rollover, pension elections, healthcare coverage.
The final 5 minutes — We tell you where you stand.
Honest, direct feedback. Are you on track? What gaps exist? What decisions are most urgent? You leave with clarity — not a folder full of brochures.
The whole thing takes 30 minutes. It's complimentary. And it's available to anyone in the Clear Lake, Friendswood, League City, or Pearland area who is within 10 years of retirement.
We've been doing this in southeast Houston for over 35 years. We're not going to sell you something you don't need.
We're going to tell you the truth about where you stand.
See thrivent.com/social for important disclosures.
RetirementPlanning #HoustonBayArea
