Retirement Challenge Quiz Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Are you Ready to Retire? Short Retirement Challenge Quiz - Step 1 of 28How 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 averageVery confidentNot confidentSomewhat confidentOtherNextWhen would you like to retire?1-4 years5-9 years10-19 years20-29 years30+ yearsAlready RetiredNextHow do you currently manage your money?I manage my own investmentsI use retirement plans (such as a 401(k), Roth IRA, IRA)I use a robo-advisorI work with a financial advisorSomething ElseNextWhich word most accurately describes your vision of retirement?EnjoymentFreedomLeisureBoredomSomething ElseNextWhat activity is most important to you in retirement?Spending time with family and friendsTravelingPursuing hobbiesWorking part-timeSomething elseNextWhere do you expect the majority of your retirement income to come from?Savings and investmentsReal Estate IncomeEmployer (Pensions)GovernmentOtherNextHow would you characterize your overall health?PerfectGoodFairPoorNextHow comfortable are you with investing?Very comfortableSomewhat comfortableNot comfortable at allNextAre you Married?YesNoPartnershipNextAre you saving jointly or separately?JointlySeparatelyOtherNextDo you own your home? YesNoNextHave you refinanced your home recently to take advantage of low interest rates?YesNoNextDo you currently have children under 18?NoYes, 1Yes, 2Yes, 3 or moreNextWould you like help creating a college saving program for them?YesNoNextDo you own a business?YesNoNextWould you like advice on how to better protect your business and save money on insurance costs?YesNoNextDo you have a 401k, 403B or Pension? YesNoNextDo you have an IRA?YesNoNextDo you have an emergency fund?YesNoNextWhich of these is most important for your financial advisor to have?Insurance Product ExperienceRetirement Planning ExperienceEstate Planning ExperienceFinancial Planning ExperienceNone of theseNextDo you currently have a Financial Advisor?YesNoNextDo you currently have an Insurance Advisor?YesNoNextWhat type of investing is most important to you?Total ReturnTop Return adjusted for my own Risk ToleranceSocially Responsible InvestingGuaranteed InvestmentsSomething ElseNextDo you need your financial advisor to be in your immediate area?No, I'm comfortable working online (Zoom, Conference Calls, Exc.)YesNextPlease Estimate your household incomeLess than $40,000$40,000- $74,999$75,000-$99,999$100,000-$149,999$150,000-$249,999Over $250,000NextPlease estimate your total investable assets.Less than $25,000$25,000- $99,999$100,000-$249,999$250,000-$999,999$1,000,000-$4,999,999Over $5,000,000NextPlease estimate your savings monthlyLess than $100$100-$249$250-499$500-$999$1,000-$2500Over $2500NextPhoneUnited States +1United States+1United Kingdom+44Afghanistan+93Albania+355Algeria+213American Samoa+1Andorra+376Angola+244Anguilla+1Antigua & Barbuda+1Argentina+54Armenia+374Aruba+297Ascension Island+247Australia+61Austria+43Azerbaijan+994Bahamas+1Bahrain+973Bangladesh+880Barbados+1Belarus+375Belgium+32Belize+501Benin+229Bermuda+1Bhutan+975Bolivia+591Bosnia & Herzegovina+387Botswana+267Brazil+55British Indian Ocean Territory+246British Virgin Islands+1Brunei+673Bulgaria+359Burkina Faso+226Burundi+257Cambodia+855Cameroon+237Canada+1Cape Verde+238Caribbean Netherlands+599Cayman Islands+1Central African Republic+236Chad+235Chile+56China+86Christmas Island+61Cocos (Keeling) Islands+61Colombia+57Comoros+269Congo - Brazzaville+242Congo - Kinshasa+243Cook Islands+682Costa Rica+506Croatia+385Cuba+53Curaçao+599Cyprus+357Czechia+420Côte d’Ivoire+225Denmark+45Djibouti+253Dominica+1Dominican Republic+1Ecuador+593Egypt+20El Salvador+503Equatorial Guinea+240Eritrea+291Estonia+372Eswatini+268Ethiopia+251Falkland Islands+500Faroe Islands+298Fiji+679Finland+358France+33French Guiana+594French Polynesia+689Gabon+241Gambia+220Georgia+995Germany+49Ghana+233Gibraltar+350Greece+30Greenland+299Grenada+1Guadeloupe+590Guam+1Guatemala+502Guernsey+44Guinea+224Guinea-Bissau+245Guyana+592Haiti+509Honduras+504Hong Kong SAR China+852Hungary+36Iceland+354India+91Indonesia+62Iran+98Iraq+964Ireland+353Isle of Man+44Israel+972Italy+39Jamaica+1Japan+81Jersey+44Jordan+962Kazakhstan+7Kenya+254Kiribati+686Kosovo+383Kuwait+965Kyrgyzstan+996Laos+856Latvia+371Lebanon+961Lesotho+266Liberia+231Libya+218Liechtenstein+423Lithuania+370Luxembourg+352Macao SAR China+853Madagascar+261Malawi+265Malaysia+60Maldives+960Mali+223Malta+356Marshall Islands+692Martinique+596Mauritania+222Mauritius+230Mayotte+262Mexico+52Micronesia+691Moldova+373Monaco+377Mongolia+976Montenegro+382Montserrat+1Morocco+212Mozambique+258Myanmar (Burma)+95Namibia+264Nauru+674Nepal+977Netherlands+31New Caledonia+687New Zealand+64Nicaragua+505Niger+227Nigeria+234Niue+683Norfolk Island+672North Korea+850North Macedonia+389Northern Mariana Islands+1Norway+47Oman+968Pakistan+92Palau+680Palestinian Territories+970Panama+507Papua New Guinea+675Paraguay+595Peru+51Philippines+63Poland+48Portugal+351Puerto Rico+1Qatar+974Romania+40Russia+7Rwanda+250Réunion+262Samoa+685San Marino+378Saudi Arabia+966Senegal+221Serbia+381Seychelles+248Sierra Leone+232Singapore+65Sint Maarten+1Slovakia+421Slovenia+386Solomon Islands+677Somalia+252South Africa+27South Korea+82South Sudan+211Spain+34Sri Lanka+94St. Barthélemy+590St. Helena+290St. Kitts & Nevis+1St. Lucia+1St. Martin+590St. Pierre & Miquelon+508St. Vincent & Grenadines+1Sudan+249Suriname+597Svalbard & Jan Mayen+47Sweden+46Switzerland+41Syria+963São Tomé & Príncipe+239Taiwan+886Tajikistan+992Tanzania+255Thailand+66Timor-Leste+670Togo+228Tokelau+690Tonga+676Trinidad & Tobago+1Tunisia+216Turkey+90Turkmenistan+993Turks & Caicos Islands+1Tuvalu+688U.S. Virgin Islands+1Uganda+256Ukraine+380United Arab Emirates+971United Kingdom+44United States+1Uruguay+598Uzbekistan+998Vanuatu+678Vatican City+39Venezuela+58Vietnam+84Wallis & Futuna+681Western Sahara+212Yemen+967Zambia+260Zimbabwe+263Åland Islands+358Email *Name *FirstLastopt inBy checking this box you agree to receive SMS messages from Karstens Financial for the purpose of insurance quotes, updates, and promotions. Message and data rates may apply. Messaging Frequency may vary. Consent to receive SMS messages is not required as a condition for purchasing any goods or services. To unsubscribe from SMS messages, reply "STOP" at any time. For assistance, reply "HELP" or contact us at 855-657-8400. For full terms of use and our privacy policy please visit https://karstensfinancial.com/privacy-policy-2/Submit Skip the survey & Start Your Immediate Financial Plan-Less than 2 minutes our software gives you a plan Advisory services offered through Karstens Wealth. Karstens Wealth LLC and Karstens Financial LLC are independently operated.