Countdown to Retirement

Your Checklist

Retirement might feel a long way off—but the steps you take today can make all the difference down the road. This quick, practical checklist is designed to help you stay ahead of the game. Whether you’re just starting your career or hitting your stride, use it to track smart financial habits, healthcare decisions, and life goals that set you up for long-term success.

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Educational Videos by Decade
Whether you're in your 20s, 30s, 40s, or beyond, these short videos walk you through what to focus on financially at every stage of life—so you can build confidence and avoid common pitfalls early on.

Free Financial Planning for Members
If you’re a member of the Servant Solutions retirement plan, you have access to a complimentary Discovery Call with a financial advisor—personalized guidance to help you take the next smart step.

Toolbox Series
From building a savings plan to evaluating your investment strategy, the Toolbox offers practical resources tailored to your age and goals, helping you make informed decisions with clarity.

Financial Calculators
Take our calculators for a spin—they’re a quick, interactive way to explore your financial future. Whether you’re estimating retirement income, testing savings scenarios, or seeing how contributions can grow over time, these tools make it easy to understand the impact of your choices and plan with confidence.

Estate Planning Tools
Through our partnership with Principal and ARAG, members can access free online tools to create essential documents like wills, powers of attorney, and healthcare directives—an easy way to protect your future and your loved ones.