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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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Call Us Today: (703) 535-5300

Campbell Wealth Management

Event

Don’t Miss the Boat!

LiberteCampbell Wealth Management Is excited to announce a unique client referral “Thank You” event.

 

Where: The Liberté Schooner,  Annapolis, MD.

When:  September, 27 2014.

How:  If you refer someone who becomes a client, you’ll receive your invitation for this exclusive luxury cruise around picturesque Annapolis and the Chesapeake Bay.

Referrals are the highest compliment or recognition that we, as financial professionals, can receive. Thank you for having the trust and confidence in us, to tell your friends, co-workers, and family members about the valuable retirement planning and investment services we provide.

We sincerely appreciate your referrals and pledge to provide each one with the same quality service and experience that you’ve come to expect from Campbell Wealth Management.

We eagerly anticipate spending a wonderful afternoon with you aboard the stunning Liberté.

Thank you so much for your business, and for your recommendation to others!

Here are some ways to induce folks to Campbell Wealth.

    1. Invite them to an upcoming Rejuvenate your Retirement seminar.
      Click Here to view upcoming seminars.
    2. Bring along a guest to our next client event.
    3. If they would like to find out more please
    4. Call our office: 703-535-5305
    5. Email: Info@CampbellWealth.com
    6. Or visit: www.CampbellWealth.com
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