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Are you Ready to Retire? Short Retirement Challenge Quiz - Step 1 of 28

How confident are you in your long term financial plan? Did you know that people who work with a financial advisor feel more at ease about their finances...and end up with about 15% more money to spend in retirement on average

Very confident
Not confident
Somewhat confident
Other

When would you like to retire?

1-4 years
5-9 years
10-19 years
20-29 years
30+ years
Already Retired

How do you currently manage your money?

I manage my own investments
I use retirement plans (such as a 401(k), Roth IRA, IRA)
I use a robo-advisor
I work with a financial advisor
Something Else

Which word most accurately describes your vision of retirement?

Enjoyment
Freedom
Leisure
Boredom
Something Else

What activity is most important to you in retirement?

Spending time with family and friends
Traveling
Pursuing hobbies
Working part-time
Something else

Where do you expect the majority of your retirement income to come from?

Savings and investments
Real Estate Income
Employer (Pensions)
Government
Other

How would you characterize your overall health?

Perfect
Good
Fair
Poor

How comfortable are you with investing?

Very comfortable
Somewhat comfortable
Not comfortable at all

Are you Married?

Yes
No
Partnership

Are you saving jointly or separately?

Jointly
Separately
Other

Do you own your home?

Have you refinanced your home recently to take advantage of low interest rates?

Do you currently have children under 18?

No
Yes, 1
Yes, 2
Yes, 3 or more

Would you like help creating a college saving program for them?

Do you own a business?

Would you like advice on how to better protect your business and save money on insurance costs?

Do you have a 401k, 403B or Pension?

Do you have an IRA?

Do you have an emergency fund?

Which of these is most important for your financial advisor to have?

Insurance Product Experience
Retirement Planning Experience
Estate Planning Experience
Financial Planning Experience
None of these

Do you currently have a Financial Advisor?

Do you currently have an Insurance Advisor?

What type of investing is most important to you?

Total Return
Top Return adjusted for my own Risk Tolerance
Socially Responsible Investing
Guaranteed Investments
Something Else

Do you need your financial advisor to be in your immediate area?

No, I'm comfortable working online (Zoom, Conference Calls, Exc.)
Yes

Please Estimate your household income

Less than $40,000
$40,000- $74,999
$75,000-$99,999
$100,000-$149,999
$150,000-$249,999
Over $250,000

Please estimate your total investable assets.

Less than $25,000
$25,000- $99,999
$100,000-$249,999
$250,000-$999,999
$1,000,000-$4,999,999
Over $5,000,000

Please estimate your savings monthly

Less than $100
$100-$249
$250-499
$500-$999
$1,000-$2500
Over $2500

Phone

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