Retirement Certainty Scorecard™

Indicate the degree to which you agree or disagree with the statements below.

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.


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.


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.


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.


I know that I am utilizing independent advice and strategies which specifically fit my individual situation.


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.


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.


I am confident that my estate planning documents and beneficiary designations are all set up to maximize the benefits that my family receives.


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.


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.

Best way to reach you?


Best time to contact you?

Phone number:

Call Us Today: (703) 535-5300

Campbell Wealth Management

Campbell Wealth Management Welcomes Nathan Garcia CFP®

Campbell Wealth Management Welcomes Nathan Garcia CFP® – Retirement Planning Specialist

Alexandria, VA – Campbell Wealth Management, a leading financial planning firm in Virginia announces the hiring of Nathan Garcia CFP® in the role of Retirement Planning Specialist. Garcia joins the firm’s advisory team, providing direct client service, constructing individual financial plans, offering financial guidance, and investment strategy.

Garcia will also aid CEO, Kelly Campbell, in business development and expansion related to Garcia’s area of experience.

“Nathan is a great addition to our advisory team. He’s a talented advisor and a natural when it comes to communicating with clients and understanding their concerns. I can’t wait to hear what our clients have to say about him,” said Campbell. “Adding exceptional team members like Nathan is exciting and bodes well for the long term future of Campbell Wealth Management,” he added.

Early in his career, Garcia earned the distinguished industry designation of Certified Financial Planner. The designation required him to satisfy rigorous professional standards including a three year professional apprenticeship, and has sworn to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence, when working with clients.

Prior to joining Campbell Wealth Management, Garcia spent four years as a Financial Planner with   Guardian Disability Insurance Brokerage, one of the top insurance brokerages in the country. At Guardian, he helped professionals attain specialty specific owner-occupation disability insurance.

Garcia earned his Bachelor’s Degree in financial planning from Virginia Polytechnic University. He currently resides in Baltimore, Maryland, but is looking forward to shortening his commute by relocating to Virginia.


Leave a Reply

You must be logged in to post a comment.

Newsroom Articles

Winners and Losers in the New Tax Law (Including #...

+Read More

Tax Reform Cheat Sheet

+Read More

Retirement Income Strategies for the 1%

+Read More


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

President and CEO

+Read Full Bio

Mirela Tsai

Marketing Associate

+Read Full Bio