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

CORE PURPOSE AND VALUES

 
Core Purpose and Values

At Campbell Wealth Management we only have one goal. To make sure that all of our clients are able to retire with 100% certainty. It’s a lofty goal, but one that is undeniably appealing and achievable. So how do you get from retirement uncertainty to Retirement Certainty? It’s not easy, but it can be distilled down into five steps, which we call our Certainty Philosophy.

5 Steps to Retirement Certainty

  1. The Life Plan
  2. Retirement Income Strategy
  3. Investment Strategy
  4. Health Strategy
  5. Legacy Strategy

 

Retirement Certainty is not a guarantee. It is not a financial plan or even a certain type of investment. Retirement Certainty is nothing but a feeling. A feeling of confidence that comes from knowing you have taken the necessary steps to secure your retirement.

For over 20 years, we have worked with thousands of people approaching or in retirement. Through a myriad of different scenarios, we’ve found that there are concrete steps you can take to build a retirement that you are truly certain about. We’ve also noticed that most people, pre-retirees specifically, haven’t taken those steps. As a result, they end up feeling uneasy, anxious and even scared about their retirement. Those are not good feelings to have when you’re preparing to retire.

What many forget, however, is that you have control of your own destiny. You can put yourself in the best most secure position, and feel 100% certain that you will not only be comfortable, but thrive in retirement.

Remember the five steps you must take to achieve Retirement Certainty. Understand them, follow them, live and breathe them and you will live a life filled with excitement, achievement, confidence, comfort and most importantly CERTAINTY!

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Always Do the Right Thing

Always Do the Right Thing

When dealing with people’s money, there is only one way to do things: The right way.

Ask the Right Questions

Ask the Right Questions

To see novel possibilities and develop unique solutions, start by asking the right questions.

Be Accountable

Be Accountable

What gets measured gets done. Assessing accomplishments and progress is the only way to hold everyone accountable and to ensure success.

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