Your retirement isn't an allocation.It's a design.

Discover which of four retirement design Profiles fits how you want your retirement to feel and function. You'll see your personalized Retirement Stack and the specific considerations for retirees with your Profile.

Begin the Design Profile

About 10 minutes • Free • No commitment required

The methodology behind the assessment

Every dollar should have a role. Every vehicle should have a job.

The Design Profile is built on The Roles-Based Method, a retirement planning methodology developed at Jantz Wealth Solutions. Most retirement advice treats financial products as interchangeable wrappers around an asset allocation. We treat them as specialized tools, each with a specific job in your retirement. This assessment identifies which of four design Profiles fits how you want your retirement to feel, and shows you how your personalized Retirement Stack should be structured around it.

Before you begin

A few common questions

How long does the Design Profile take?

About 8 to 10 minutes. There are 18 questions, plus a brief opening question about what brought you to the assessment. There's no time pressure, and you can move back and forth between questions if you want to revisit an answer.

What will I see at the end?

Your retirement design Profile, which is one of four philosophies that shape how retirees with your priorities should structure their plan. You'll also see your personalized Retirement Stack, a visual map of how your retirement design should be organized across guaranteed income, market growth, tax strategy, and legacy considerations. Plus the specific considerations retirees with your Profile typically need to think about.

Is my information shared with anyone?

Your email stays private. We use it to send you your Profile for reference and may share occasional retirement design content. We don't sell or share your information with third parties. You can unsubscribe anytime.

Do I have to schedule a meeting after?

No. The Design Profile is free and educational. If you want to go deeper and map your real situation onto your personalized Retirement Stack, you can schedule a Discovery meeting at the end. If you'd rather take what you learned and apply it on your own, that's completely fine. There's no pressure either way.