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Comprehensive Assessment

Retirement Scorecard

Rate your retirement readiness across 5 critical areas with 10 targeted questions. Get a personalized score with specific recommendations for each category.

This scorecard evaluates the 10 key components that determine whether your retirement plan is truly coordinated - or just a collection of separate decisions.

Tax Readiness
Income Security
Healthcare Planning
Estate & Legacy
Investment Strategy
  • 3-4 minutes to complete
  • Scored across 5 categories
  • Personalized recommendations per area

Your information is private and never sold. See our Privacy Policy.

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Protective Wealth Advisors

Comprehensive retirement planning, tax strategy, and wealth management for families in Tampa Bay, Florida.

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28210 Paseo Drive, Suite 190-222
Wesley Chapel, FL 33543(813) 377-2213rich@protectivewealthadvisors.com
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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

Protective Wealth Advisors is a financial services company that specializes in asset protection and retirement income products and services. Rich Ison is the principal owner of Protective Wealth Advisors. Protective Wealth Advisors and its appointed Investment Advisor Representatives only offer insurance products and services in states where licensed to do so.

Investment advisory services are offered through registered investment advisor firms pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). The written disclosure document is available upon request; please review it for details regarding advisory services. Advisory firms and Protective Wealth Advisors are independently owned and operated.

MEDICARE BENEFICIARIES: We do not offer every plan available in your area. Currently, we represent most organizations which offer many products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.

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