Take Two Minutes And See If You Qualify For A Paycheck You Can't Outlive

I built this short survey myself, because not every account fits what I do, and not everyone qualifies for this type of income stream. Answer eight quick questions and I'll tell you honestly, in plain language, where you stand.

Start The Survey
Eight questions. Less than two minutes.
Not everyone who reaches out to me ends up qualifying for this, and that's just the truth of it. Some accounts fit and some don't, some ages fit and some don't, and I'd rather tell you that up front than waste your time. So before I ever get on a call with you, I ask a few questions first. It takes less than two minutes, and it tells both of us honestly whether this is worth pursuing.
Shirley Luu

I've spent years sitting across the table from people just like you, people with a TSP or a 401k who worked hard for that money and just want a straight answer instead of a sales pitch. I share what I know every week on Focus on Finance, and I wrote two books because too many people kept telling me nobody had ever explained this to them plainly before. My team and I have walked this exact conversation with 27,500+ families here in the DC area, and I'd like the chance to walk it with you too.

Shirley LuuFounder, Shirley Luu & Associates
Start The Survey
Eight questions. Less than two minutes.

See where you stand

Your answers stay between us.

Financial Security Redefined

This page is for education, not investment or tax advice, and I'd encourage you to talk with your own tax professional about your specific situation before making any decisions. Any guarantees mentioned on this site are backed by the claims-paying ability of the issuing insurance company, not by me or my firm personally. Results and outcomes vary from person to person and from account to account.