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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

Event

ideal-Living Resort and Retirement Expo

Stop by the Campbell Wealth Management booth at the 2015 ideal-Living Resort and Retirement Expo.

Our 1st Expo ever!

Great information along with a planning for retirement seminar with our very own Kelly Campbell!

Greater Washington, DC
Dates: February 28- March 1, 2015
Times: Saturday 10 AM – 5 PM | Sunday 11 AM – 3 PM
Hotel: Ritz-Carlton Tysons Corner
Address: 1700 Tysons Boulevard
McLean, VA 22102

The ideal-LIVING Resort & Retirement Expo is the #1 place to explore your options. The Expo is a convenient way to meet face to face with representatives in one place at one time. Come to get specific answers to personal questions that will help you find your ideal retirement.

Take advantage of this informational, entertaining opportunity to plan for your ideal retirement. The Expo features some of the highest ranked communities from coastal and inland locations in the South, Southeast, and Mid-Atlantic region. Attend seminars scheduled throughout the day on Saturday and Sunday covering topics such as planning for retirement, adjusting to different lifestyles, and maximizing your home sale.  A special lunch (limited menu) in the hotel restaurant will be offered and you will receive a discount coupon for it when you RSVP online. All of this, plus the opportunity for discount Discovery Travel packages, Early Bird orientation, and private exhibitor receptions, is an excellent investment of your time.

The Ritz-Carlton Tysons Corner is conveniently located off of I-495, on Tysons Boulevard, adjacent to Tysons Galleria.  View Map

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