Find out exactly what your savings can pay you every month — for life.
Social Security replaces about a third of what you earn. Your savings have to cover the rest — and most people are guessing at the biggest number of their life.
NSSA® National Social Security AdvisorIRMAA Certified PlannerCAA Certified Annuity AdvisorVirtual appointments nationwide
Are you currently retired?
Either way — this shapes which numbers we run.
A few quick questions so our session starts on your plan — not on paperwork. — Josh
Are you married?
This decides whether we plan one paycheck — or one that covers you both.
For couples, we make sure the paycheck never drops for the surviving spouse.
What's your age?
Age changes your payout options more than almost anything else.
Your age is one of the biggest factors in the rates available to you.
What worries you most about retirement?
Be honest — this is the part your plan gets built around.
Whatever you pick, your plan addresses it head-on — that's the point of the call.
If you had to pick one — what matters most?
There's no wrong answer. Different goals, different plans.
This tells me whether we're building an income plan, a growth plan, or a split.
Estimate your movable retirement savings
401(k), IRA, 403(b), CDs, savings, brokerage — not counting your home. This determines which options actually fit you.
Rates and product minimums change by bracket — this keeps your plan realistic.
Free for quiz takers
Your Retirement Paycheck Plan is ready to build
✓Your gap — what Social Security covers, and what's on your savings
✓Your number — the monthly paycheck your savings can produce, for life
✓Your fit — income, protected growth, or both (and what to avoid)
Where should we send your plan?
Please fill in your name and a valid email.
Your information stays with HavenPoint. No spam, ever.
Final step
Where should we text your plan details?
Your appointment times and plan summary arrive by text — nothing else.
Please enter a valid mobile number.
No spam calls or texts. Ever. Just your plan and your appointment. — Josh
By continuing you agree to be contacted about your appointment by phone, text, or email. Message and data rates may apply.
Keep stacking — this isn't your step yet.
The paycheck analysis is built for people with $100,000 or more in movable savings. You're on your way — and the best move right now is maximizing contributions and letting time work.
When you cross that line, come back. The analysis will be here.
Please enter a valid email.
Sent! Check your inbox.
Last step: pick your time
Choose a time below that works best for you. On the call you run your gap live with Josh — then he custom-builds your number from it. Free, half an hour, virtual.
Live on your first call: what Social Security will actually pay you — and the monthly gap your savings has to fill.
2
Your number
Josh builds your plan from a real illustration — not a rule of thumb — and hands you your number at your follow-up session: the monthly paycheck your savings can produce, for life.
3
Your fit
Income plan, protected-growth plan, or a split of both — you leave knowing which fits you, and which to avoid. What you do with it is entirely up to you.
Who you'll be meeting with
Josh • HavenPoint Retirement Strategies
Josh is a retirement income specialist who works with pre-retirees and retirees on one question: how to turn what you've saved into a monthly paycheck that lasts as long as you do. Sessions are virtual — wherever you are.
Your first call finds your gap, live. Then Josh builds your plan — a real illustration, real numbers — and hands you your number at your follow-up session.
NSSA® — National Social Security AdvisorIRMAA Certified PlannerCAA — Certified Annuity AdvisorLicensed Life & Health
What people say after their call
5.0 ★ on Google • verified reviews
★★★★★
"Josh is knowledgeable, patient, and takes the time to explain everything in a way that makes sense. I never felt rushed or pressured—just supported and informed throughout the entire process."
Jacqueline B. • Google review
★★★★★
"He provided exceptional service and really sat down and made sure I understood the retirement process… Would definitely recommend using his services."
Kathye J. • Google review
★★★★★
"He helped me set up my retirement plan and took the time to explain everything step by step… patient, knowledgeable, and never made me feel overwhelmed by the process."
Ashley W. • Google review
Fair questions
Is this a sales pitch?
The 30 minutes is an analysis, not a pitch. You'll see your gap and your number. If a guaranteed-income or protected-growth approach makes sense for your situation, Josh will show you exactly how it works — and you decide. Your numbers are yours to keep either way — walk away with them if that's the right call for you. No pressure follow-up.
Why is it free?
Simple: it's how Josh meets the people he ends up working with. The best clients start as people who just wanted to see their numbers — so the numbers are free, and they're yours to keep either way. No cost, no obligation, no follow-up pressure.
What if I already have a financial advisor?
Great — keep them. Most advisors focus on growing your money; this analysis focuses on turning it into monthly income, which is a different specialty. Many people bring their number back to their advisor. A second set of eyes on the biggest number of your life is never wasted.
What happens after I book?
You'll get a confirmation text and a short video walking through exactly what your call covers. Your first session finds your gap live and maps your situation. Josh then builds your custom plan, and your follow-up session delivers your number and your fit — on paper, built for you.
You've been guessing long enough.
Six questions. Thirty minutes. Your number — for life.
