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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

Retirement Certainty

Retirement Certainty

Retirement Certainty… It’s a feeling, an emotion that comes from knowing, a state of mind that comes from being financially confident.

Knowing how much money you have, how long it will last, how much you can spend, at what age should you claim social security, how and when to take your minimum required distribution, what are your best health care solutions, and how are your legacy desires best addressed?

How do your unique assets and income sources play together, how does that support your basic expenses, your lifestyle expenses, and your legacy desires?

Life Plan

Retirement Certainty only comes from a plan; a proactive, deliberate, thoughtful, individualized, living plan that reflects all of your individual circumstances and wants for retirement. It is not static, it’s dynamic. It needs to be revisited, revised and adjusted to reflect the most current situation and your current life objectives.

Life Objectives

How do you want to live your life in retirement? What do you see yourself doing? How do you see yourself living? Will you have a 2nd career, will you travel, volunteer, play golf, and spend more time with your family and friends. Will you move?

Retirement Income Strategy

In retirement your income will be your individual mix of savings, pensions, and social security. Now more than any other time in your life, you’ll need to anticipate your expenses and more importantly ensure that you have the retirement income to meet those expenses. What is the retirement income strategy that makes sense for you? Campbell Wealth Management can help you identify the strategies that make sense for you, including setting up a retirement paycheck.

Health Strategy

Health care expenses will increase during your retirement years. How much you will need depends on your personal circumstances (income, age, health, where you live, your Medicare and supplemental plans and life expectancy) and will change over time, so it is important to plan accordingly. A mix of Medicare and supplemental plans as well as considerations for long-term care (LTC) are solutions that Campbell Wealth Management will identify for you specifically and will help protect your retirement savings from unanticipated health care costs.

Legacy Strategy

Leaving a legacy can take many forms; giving to your loved ones and to charitable causes can be rewarding and fulfilling. Finding the strategies that also provide valuable tax benefits and fit with your overall retirement planning is ideal. Campbell Wealth Management will incorporate your legacy strategy into your retirement plan.

Investment Strategy

In Retirement, your investment strategy needs to adjust with your retirement goals. The relative weight of some considerations over others change; risk tolerance, non- correlated diversification, investing for the long term, following both fundamental and technical elements and evacuating investments and markets when necessary are all important to consider and factor into your investment strategy in retirement. Campbell Wealth Management’s 5 Step Investment Management Process will ensure that your investment strategy stays current with your retirement goals.

 

 

No strategy assures success or protects against loss.

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