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Retirement assessment tool - UNI Financial Cooperation

Retirement assessment tool

Is your retirement on the right track? Use the NaviPlan* tool to quickly assess your current financial situation to determine if you are on track with your retirement goals.

Just answer a few questions then adjust the key variables - retirement age, monthly contributions and desired income - and see how a few changes can have a direct impact on your retirement goals.

No matter what your retirement plans are, our advisors will guide you toward the best solutions.

This tool is not intended to provide investment or financial advice. We do not guarantee its applicability or accuracy. All examples are hypothetical and are provided for illustrative purposes only.

* Advicent Solutions 2019. Advicent and NaviPlan are registered trademarks of Advicent Solutions.

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