TR3 - The Retirement Readiness Report

A complimentary educational report designed to empower Non-Profit Healthcare Executives to take control of their financial future.

Get Started

After completing a quick online questionnaire you will receive a complimentary personalized retirement readiness report that includes:

  • An individualized forward looking model of what would be deemed a 50th percentile retirement benefi
  • Identify where a potential retirement income shortfall may exist in your company’s traditional retirement plan
  • A recommendation how to fill the retirement income gap

This is the first step to determining if your executive total compensation and retirement benefits are fair and reasonable, yet also competitive in the marketplace.

Here’s How & Next Steps:
  • Step 1: Enter Your Contact Information below
  • Step 2: Complete the Intake Questionnaire (It's quick and easy and takes less than 5 minutes)
  • Step 3: Select a time to review your snapshot with us (We’ll provide you with a calendar to pick a time that best fits your schedule. We will email you a copy for your records when finished.)

Step 1:

  • This field is for validation purposes and should be left unchanged.
FOR A LIMITED TIME: THIS IS A COMPLIMENTARY OFFER FOR NON-PROFIT HEALTHCARE CEOS AND C-SUITE LEADERSHIP

The Model is Valued At 3,500 USD.

As part of our practice we have a nationally dedicated platform specific to the service of Non-Profit Healthcare Organizations, specializing in the areas of Group Benefits, CEO Succession Planning, Executive Compensation Planning, and
Provider Total Rewards Packages.

 We currently serve over 125 Non-Profit Healthcare Organizations as clients across The United States