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

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Tailored financial planning performed annually for every client.

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Six consecutive years on  Barron’s top 1000 list. Works exclusively with clients  55+ and specializes in retirement income and planning.

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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.

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.

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Rejuvenate Your Retirement

Retirement planning has fundamentally changed! Retirees are living longer, pensions are shrinking, and market volatility has depleted many retirement accounts, meaning it's more challenging than ever to prepare for your retirement. It’s also more important than ever to have the best, most up-to-date information to assist you. You need to understand the changes and create a plan that will serve as the foundation for your golden years. At Campbell Wealth, we believe that it’s your right ...

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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

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3

Step 3

Schedule Your Complimentary Retirement Certainty Review

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MEET YOUR TEAM

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Nathan Garcia CFP®

Retirement Planning Specialist

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First Impressions Specialist

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