Free Retirement Income Checkup
Will your savings keep paying you as long as you need them?
Answer seven quick questions about your plans. You'll get a plain-English summary of where your retirement income stands, and you can choose to talk it through with a licensed agent. No cost, and no pressure.
Retirement can last 25 or 30 years. The hard part usually isn't saving. It's turning what you've saved into income that shows up every month, through good markets and bad ones.
- Takes about 2 minutes
- Built for 401(k), 403(b), 457(b), TSP, IRA and pension savers
- We never sell your information
How the checkup works
1
Answer a few questions
Your age, your timeline, the accounts you have, and what worries you most. No account numbers, and no Social Security number.
2
Get your summary
See where your plan looks steady and where it may have gaps, in plain language.
3
Talk it through, if you want to
Pick a time for a short call with Marvin. You decide whether there's anything to do next.
Who you'll talk to
Marvin Osuna
I've been a licensed insurance agent since 1998. Before that, I spent about five years at a credit union helping members with retirement accounts, CDs and money markets. Over the years I've seen too many people lose a big part of their savings in a market downturn and have to go back to work in their 70s and 80s. Helping people protect what they've worked for is why I do this.
Because I work with dozens of insurance carriers, I can compare options side by side instead of pushing one company's product. My job is to explain your choices clearly. Yours is to decide what fits.
This is a family business. My wife Rachel and I have been married for 27 years, and she's also my business partner. Our four kids work alongside us. For the last 20 years I've also volunteered with youth outreach programs in our community and church. I'm co-author of the retirement book Safe Money, and I'm happy to meet with you in English or Spanish.
What we can help you look at
Income you can count on
Options designed to turn part of your savings into monthly income for life.
Protection from market drops
Insurance products designed to protect principal from market losses, with their trade-offs explained up front.
Covering final expenses
Coverage so your family isn't left with funeral and end-of-life costs.
Leaving something behind
Life insurance and estate planning basics for the people you want to provide for.
Common questions
Is this a sales call?
The checkup is free and you're never obligated to buy anything. If you ask for a call, we'll go over your summary and your options. If nothing fits, we'll tell you.
Are you a financial advisor?
I'm a licensed insurance agent. I help with insurance and annuity products. I don't give investment, tax or legal advice, and I'll suggest you talk with those professionals when it makes sense.
What do annuities cost?
Every product is different. Some have surrender charges if you take out more than allowed in the early years, and some have limits on how much interest you can earn. We'll go over all of that before you decide anything.
¿Puedo hablar con alguien en español?
Sí. Marvin habla español con fluidez. Complete el cuestionario y pida su llamada en español.
Will you share my information?
No. Your information is used only by Osuna Retirement Group to prepare your summary and contact you about it. We don't sell it.