Retirement Certainty Scorecard™

 
  DISAGREE AGREE
Indicate the degree to which you agree or disagree with the statements below.
1

I have a clear, written and actionable retirement plan that shows my current financial position (Point A) and my ultimate future (Point B) and sets a path to get from A to B.

2

I review my written retirement plan each and every year and adjust it for changes in my life. I stress test my plan's viability by changing variables for the worst case scenario.

3

I know exactly what my personal required rate of return (PRROR) is that will allow me to achieve all of my retirement goals. I plan my investment strategy around and work toward that PRROR.

4

I have an investment plan which focuses an equal amount of time on making money as it does on not losing it, simultaneously advancing and protecting my assets.

5

I know that I am utilizing independent advice and strategies which specifically fit my individual situation.

6

I review all of my investments each and every year based on how the market and economy are responding and make adjustments and/or rebalances at least annually or as needed.

7

I am confident with all of my insurances knowing that the way they are positioned and funded will protect me and my family for any unforeseen negative events.

8

I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.

9

I am well qualified or utilizing professionals that are well qualified to give the best possible advice for my retirement, investment, estate and tax planning.

10

My retirement planning is set up (by me or my advisor) in a way that requires little daily, weekly or monthly attention so that I can enjoy life to its fullest.

As I consider everything that will allow me to live most comfortably during my retirement, the thing that keeps me up at night is:

Thank you for completing the Retirement Certainty Scorecard™.

Please click "Submit & Print Form" to send a copy of this form to Campbell Wealth. After completing Steps 2 and 3, a Campbell Wealth associate will review the results of your Scorecard with you.

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Campbell Wealth Management

At Campbell Wealth Management, We Operate Differently than Just about Any Other Financial Advisor...

We actually create an in depth customized retirement plan for every single client and then follow it every year.

All great things start with a plan, including your retirement. We'll help you construct that plan, review it to track progress and make adjustments.

Barron’s Top 25 Independent Advisor in Virginia in 2012 and 2013 and the only ranked advisor who specializes in Retirement Planning.

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A Message From Kelly Campbell

Our CEO & Author of Fire Your Broker

Campbell Wealth Management is a full service financial planning firm, and we operate differently from most other financial planners in the marketplace. At Campbell Wealth, we work solely with individuals near or in retirement. Because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face.

What's revolutionary about Campbell Wealth’s process is the comprehensive financial blueprint that we develop for every client. Once it’s finished, we review that plan, annually (more often if necessary), to track progress and make adjustments. This ongoing process builds trust, accountability, and certainty in retirement.

This individualized financial plan is just one example of the commitment that the Campbell Wealth Team has for our clients. And, our clients aren't the only ones who have noticed. CEO, Kelly Campbell, has been recognized for the past FIVE YEARS, by Barron's as a top financial planner in the Nation and in Virginia.
Click here to see who else has recognized Campbell Wealth Management.

Another example of our superior client service is this website itself. Here, on our homepage, we have provided links to an abundance of information, from the " Five Elemental Steps to Gain Retirement Certainty,” to the extensive articles in our librarythat cover any financial topic you can think of... don't believe us, just check them out for yourself.

We provide these educational resources, because we want you to make the best decisions you can. Very few of us have had the opportunity to attend "Investment School.” When it comes to planning your own retirement the sheer number and variety of investment vehicles and asset classes, it can get a bit confusing. That's why education is a primary focus of Campbell Wealth's Certainty Philosophy.
For more information click over to the about us page

We hope that you will use  CampbellWealth.Com as a resource to help you plan the most secure and rewarding retirement.

Retirement Certainty

Retirement Planing Ring Diagram Concept

You are at or near retirement and you've accumulated assets; a home, savings, planned retirement income - a pension, 401(k), social security - some combination thereof. You have goals and dreams of what you want to do, how you want to live your retirement. How do all of your personal data points work together? What is the Plan" Get a plan, get Retirement Certainty.

Doller

Most Investors/Brokers/
Advisors Have No Investment Process...

Here's ours: 'CWM 5 Step Investment Management Process':

  • Forward looking investing/The past is history
  • Non correlation reduces risk
  • Winning by not losing /Two Lens Investing
  • Follow both Fundamentals and Technicals
  • Evacuate investments/markets when necessary

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Are You Ready for Retirement Certainty?

Follow these 3 Easy Steps to Your Retirement Certainty

Sign Up to Start NOW

1

Step 1

Retirement Certainty Scorecard™

Take this straightforward questionnaire to begin your path to Retirement Certainty.

2

Step 2

Five Elemental Steps to Retirement Certainty

Download and Read.

3

Step 3

Schedule Your Complimentary Retirement Certainty Review

Meet with our team today for a free, no obligation review of your retirement readiness.

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MEET YOUR TEAM

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Whitney Jackson

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Lisa Medley

Director of Client Development

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