What it is
A fresh set of eyes on what you already have—without pressure.
How it works
You bring statements from your current advisor or accounts.
The RRQ advisor explains what you own and how it works in plain language.
They tell you what looks strong, what has issues (fees, risk, gaps).
You decide whether to stay where you are, make small changes, or move forward with them.
Simple Example
You’re not sure if your current advisor is doing a good job.
The RRQ advisor might say:
“These parts are solid, I’d keep them.”
“Here are 2–3 areas I’d adjust (fees, risk, missing income plan).”
You walk away knowing if you’re in good shape or if you should make changes—no obligation to switch.
Important Disclosure: Descriptions of services on this page are general in nature and are provided for informational and educational purposes only. Actual services are provided solely by independent third-party advisors who participate in the Retirement Readiness Quiz (RRQ) program. RRQ is not a registered investment adviser, broker-dealer, tax professional, or law firm, and does not supervise, control, or guarantee the advice or services of any advisor. Nothing here should be considered personalized investment, tax, or legal advice, or a guarantee of future results. Before implementing any strategy, you should review the advisor’s regulatory filings (such as Form ADV), written disclosures, and engagement agreements, and consult with your own qualified professionals as needed.
