Evergreen Retirement Planning
How confident are you about retirement?
Get your free Retirement Confidence Score in 2 minutes.
Like what you see? Create a free account to save your progress and track it over time.
Know where you stand
Clear numbers for the questions that keep you up at night — in plain English.
Decide with confidence
Trade guesswork for real figures you can actually act on.
No pressure, ever
Explore on your own time. Talk to Evergreen Retirement Planning only when you’re ready.
The toolkit
15 quick tools to see your retirement clearly
Each one takes a couple of minutes, shows your result instantly, and is free to use — no sign-up.
Retirement Confidence Score
See where you stand in two minutes.
Get my score →Annuity Income Estimate
Estimate guaranteed monthly income.
Open →Retirement Income Gap
Will your income cover your lifestyle?
Open →Will My Money Last?
See how long your savings will last.
Open →Pension: Lump Sum vs Monthly
Lump sum or monthly — which wins?
Open →Social Security Optimizer
Find the smartest age to claim.
Open →Life Insurance Needs
How much life insurance you actually need.
Open →Long-Term Care Cost
Know what long-term care could cost.
Open →Required Minimum Distribution
Your required withdrawal this year.
Open →Roth Conversion
Is a Roth conversion worth it for you?
Open →Tax Diversification Score
How balanced are your tax buckets?
Open →What happens next
From a number to a plan
Pick a question
“Will my money last?” “When should I claim Social Security?” Choose the tool that matches what’s on your mind.
See your number instantly
Answer a few simple questions and watch your result update live — then save or email it to yourself in one tap.
Talk it through with Evergreen Retirement Planning
Bring your results in and turn the numbers into a real plan, built around your life — no pressure, no jargon.
Book a 15-minute reviewGood to know
Questions, answered
Is it really free?
Yes — every tool is completely free, with no account to create and nothing to download. Answer a few questions and see your result.
Will my information be sold or shared?
No. Your inputs stay private. Your results are only shared with Evergreen Retirement Planning if you choose to save or send them.
Is this financial advice?
These are educational estimates to help you see where you stand. For a plan tailored to your situation, Evergreen Retirement Planning is here to help.
How accurate are the numbers?
Each tool uses well-established financial formulas and sensible default assumptions you can adjust — a strong starting point for a real conversation.
A real person behind the numbers
Have a question? Let’s talk.
I help people approaching or living in retirement turn savings into dependable income — with clear, conservative guidance and no jargon.
Educational estimates, not financial advice. Your results are private and are only shared with Evergreen Retirement Planning if you choose to send them.