The Design Profile

Discover how you want to design your retirement

Most retirement advice asks what you want to invest in. We ask a different question first: how do you actually want your retirement to feel and function? Your answers reveal your retirement design Profile, and the design philosophy that fits you.

What to expect: 18 questions, about 8-10 minutes. There are no right or wrong answers. Only honest ones. Your Profile reflects your preferences, not a test you can pass or fail.

At the end, you'll see your Retirement Stack. It's a visual map of how your retirement design should be structured, along with the specific things retirees with your Profile typically need to think about.

Getting started

First, what brought you here?

Choose the statement that comes closest to your most important reason for thinking about your retirement design right now.

I want to feel confident I won't outlive my money.
I want to keep growing my wealth while drawing income I can rely on.
I want to make sure my wealth transfers efficiently to my heirs or causes I care about.
I want a simpler, less complicated approach to retirement.
I'm not sure yet. I'm exploring what's possible.

Question 1 of 18

Almost there

Your responses are in.

Your responses point to a clear retirement design Profile, one of four philosophies that shape how retirees with your priorities should structure their plan. On the next page, you'll see which Profile fits you, what your personalized Retirement Stack looks like, and the specific things retirees with your Profile typically need to think about.

Enter your name and email to see your Profile and your personalized Retirement Stack:

First name

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Your email stays private. We'll send your Profile to you for reference and may share occasional retirement design content. Unsubscribe anytime.

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Jantz Wealth Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The Design Profile is an educational tool intended to help retirees understand their preferences and design philosophy. It is not a recommendation of specific securities, insurance products, or investment strategies. Any design conversation requires a personalized review of your individual circumstances.