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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

Book

book
texttexttext
Fire Your Broker
Caution: Blunt Insight About the Financial World
Written by Certified Financial Planner Kelly Campbell, Fire Your Broker is a practical financial guide for anyone who wants to take hold of their financial future!
Why should you buy Fire Your Broker?
  • It is never too early or too late to start thinking about retirement. Whether you’re in the midst of your career or at retirement age, this book can help you with your financial planning.
  • Good financial advisors can guide you in the right direction. Learn insightful information on how to find the right financial advisor that understands you and your dreams.
  • You need to know how to manage and protect your financial assets. Learn how to work with your financial advisor on how to manage, grow and protect your assets.
  • It’s a short and easy read, and can finished in one or two sittings. Fire Your Broker will prepare you for everything you need to know on finding the right person to help you build and protect your financial future!
This will be the most important financial book you will ever read!
Amazon Customer Reviews
Should be Mandatory Reading Before Opening an Account, December 1, 2011
By Tom
This review is from: Fire Your Broker (Hardcover)
I am a securities lawyer and I have also been the licensed supervisory principal of a registered broker dealer. I have worked in the SEC Enforcement Division and have seen the bad guys. In more than 25 years of regulatory and operations practice, this is the best writing and advice I have come across.
Kelly sets out – in clear and entertaining prose – what every investor should know about buying, holding and selling securities in an investment account. This is not one of the many investing guides where the author is desperately trying to show how smart he is or to sell you services or products. This is a sincere how-to, that provides the basics of what every investor needs to know to protect themselves and develop their personal portfolio.
Complex products and services are outlined in a way that makes them understandable. Kelly knows how much to say – and not to say – to keep the reader engaged and interested in the subject. He leaves ample opportunity for the reader to pursue the subject further, without the all-too-typical baiting the reader to buy something from the author. Kelly respects the reader, but also strives to make the reader understands that good investing practices require knowledge, discipline and diligence.
Reading this book will not necessarily make you wealthy, but if you understand what is said and follow the advice, you should eliminate 95% of the chances that you will loose money from stupid, ignorant or unethical practices.

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MEET YOUR TEAM

Kelly Campbell CFP®, ChFC®, CMFC®, AIF®

President and CEO

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Mirela Tsai

Marketing Associate

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