Retirement Planning & Advice


Planning for retirement can be overwhelming for many Americans.

  • How much should I save? 

  • Which investments are right for me?

  • How much will I need in retirement?

Your employer has hired ClearPoint Financial Partners to help you develop a plan for your financial future. 

The first step is to schedule a retirement planning meeting with ClearPoint Financial Partners by calling or emailing your advisor, at:



We can either meet at ESF-R HQ, your station, video chat (click image above) or phone call - whatever works best for you.

*Note: may require download of GoToMeeting app for first time users


Retirement Questionnaire

complete and email to your advisor prior to your call

Click for Sample Retirement Projection & Risk Assessment

Retirement Income Projection - graphic.p