Free 20-Point Scorecard
A practical 20-point scorecard designed for Christian pre-retirees age 55–67 to evaluate retirement income, tax exposure, Social Security timing, and portfolio alignment.
Designed for households with $500,000+ in retirement savings.
Educational resource only. No obligations. No guarantees.
You've worked hard to save — but turning savings into a paycheck you can count on raises real questions.
Unsure if your savings can generate reliable income
Concerned about taxes in retirement
Unsure when to claim Social Security
Want investments aligned with your values
What's Inside
20 clear questions across five key areas — designed for pre-retirees aged 55–67.
Presented By
Founder, Matt25 Capital
Christian financial advisor helping believers align retirement, generosity, and legacy with Biblical principles.
Fill out the form and we'll send the scorecard to your inbox.
This scorecard is most helpful for individuals within 10 years of retirement.
Your information will not be shared. You may request removal at any time.