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What is the Retirement Success Profile® and its purpose?

The Retirement Success Profile® (RSP®) is a scientifically designed assessment tool that identifies your personal retirement strengths and weaknesses.

By providing you with a quantitative measure of preparation for retirement, it pinpoints to areas where pre-retirees can focus their attention so they can raise their level of transition readiness.


Click on the balloon
to see a 
Retirement Success Profile®
sample report.


The result provides you with a quantitative measure of your attitude, expectation and preparation for retirement and allows you to identify where you can focus your attention in order to raise your level of retirement readiness.

Over the past 20 years the Retirement Success Profile® has been validated, administered and interpreted by thousands of individuals and provided them with the most accurate, personalized, and comprehensive retirement planning information possible.

The RSP® measures 15 retirement success factors.

These 15 variables have been demonstrated to positively impact one’s retirement decisions and future retirement lifestyle.

The 15 Retirement Success Factors are:

1. Work Disengagement

Your emotional distance from identity through work.

2. Attitude Towards Retirement

Your perception of the next life stage.

3. Personal Directedness

The degree to which you rely on yourself to make plans and decisions.

4. Health Perception

The subjective assessment of your current condition and overall wellness.

5. Financial Security (subjective)

An appraisal to sustain financial security and maintain a desired lifestyle.

6. Current Life Satisfaction

Consists of your achieved contentment and peace in the six LIFE ARENAS:

1. WORK: Your sense of achievement derived from past career accomplishments.

2. FAMILY: The closeness and emotional availability and supportiveness of other family members.

3. RELATIONSHIPS: The quality of relationship with significant other – and – the quality of your social environment, your intimacy in friendships, and the reliability of your social environment.

4. SELF: The quality of relationship with Self. This is strongly linked to ones self-esteem and also to physical health.

5. SPIRITUAL: Spirit = that which is traditionally believed to be the vital principle or animating force within living beings.

6. LEISURE: Your capacity to be able to have fun or to do nothing at all without getting bored.

7. Projected Life Satisfaction

The degree to which you look forward to future years.

8. Life Meaning

The degree of direction that offers driving purpose and sense of personal fulfilment.

9. Leisure Interests

The personally satisfying endeavors that rejuvenate the body and stimulate the mind and enrich the spirit.

10. Adaptability

Your personal flexibility.

11. Life Stage Satisfaction

The degree to which you live in the present rather than in the past.

12. Dependents

The degree of burden from care giving responsibility.

13. Familial & Marital Issues

The degree of satisfaction and wellbeing from marriage and/or family life.

14. Perception of Age

The degree to which you see your own maturation as a potential for personal growth. 

15. Replacement of Work Functions

The degree to which you replace the five work functions/rewards:

1. Financial stability,

2. Time management,

3. Sense of utility,

4. Socialization,

5. Status.

Click here to contact us now and find out more about how you can take the Retirement Success Profile®!



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