Free Retirement Gap Assessment

The Everence Wealth Retirement Gap Assessment is a 5-minute interactive quiz that maps your projected retirement income against your target lifestyle. It identifies the dollar gap between what your 401(k), Social Security, and current savings will produce versus what you actually need, then suggests tax-advantaged strategies to close it. No login. No sales call. No data shared.

Designed by Steven Rosenberg, an independent wealth strategist licensed in all 50 states. The assessment covers retirement age, current savings, expected expenses, sequence-of-returns risk tolerance, and tax-bucket allocation. Your results show a personalized gap number and three potential paths to close it: Indexed Universal Life, Roth conversion timing, or guaranteed-income annuity laddering.

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