Free Assessment

Retirement Readiness Score™

Discover exactly how prepared you are for retirement — across income, investments, federal benefits, tax strategy, and your retirement timeline.

Welcome

The Retirement Readiness Score™ is a free, confidential assessment designed specifically for federal employees and professionals who want to know exactly where they stand heading into retirement.

You will be evaluated across five critical areas: retirement income planning, TSP and investment strategy, federal benefits optimization, retirement tax strategy, and your overall retirement timeline.

Retirement IncomeTSP & InvestmentsFederal BenefitsTax StrategyReadiness & Timeline
⏱ Estimated completion time: 8–10 minutes  ·  20 questions across 5 sections

Your responses are confidential and will only be used to provide you with personalized retirement guidance.

This assessment is for educational purposes only and does not constitute financial, legal, or tax advice. Results are based on self-reported information. Sovereign Wealth Management is a registered investment advisor.

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Contact

(443) 774-4050

[email protected]

10440 Little Patuxent Parkway, Suite 300
Columbia, Maryland 21044

Byron Moore is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Sovereign Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Form CRS | Check the background of this firm on FINRA's BrokerCheck

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