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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RECOGNITION

Barron’s Top 25 Advisor in Virginia in 2012, 2013, and 2014
Barron’s Top 25 Advisor in Virginia in 2012, 2013, and 2014
“Washington’s Premier Wealth Advisors” 2011, 2012, and 2013 – Washington Business Journal
“Washington’s Premier Wealth Advisors” 2011, 2012, and 2013 – Washington Business Journal
Barron’s “Top 1000 in the United States” 2009, 2010, 2011, 2012, 2013, and 2014
Barron’s “Top 1000 in the United States” 2009, 2010, 2011, 2012, 2013, and 2014

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Five Star Wealth Managers Washington, DC 2012
Five Star Wealth Managers Washington, DC 2012

Five Star Professional partnered with DC magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than one percent of the 17,100 wealth managers in the Washington, D.C. area were selected.

Barron’s “Top 15 in Virginia” 2009
Barron’s “Top 15 in Virginia” 2009
Virginia Business’s #7 in 2007 “Winner’s Circle for Top Wealth Advisors”
Virginia Business’s #7 in 2007 “Winner’s Circle for Top Wealth Advisors”
CPA Wealth Provider: Honorable Mention in their Financial Planning Awards of Excellence for 2007
CPA Wealth Provider: Honorable Mention in their Financial Planning Awards of Excellence for 2007

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