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

NEWS

13
Sep
2014

Campbell Wealth Management Welcomes Mark Wagner CFA®- Portfolio Manager

Campbell Wealth Management Welcomes Mark Wagner CFA®- Portfolio Manager

Alexandria, VA – Campbell Wealth Management, a leading financial planning firm in Virginia announces the hiring of Mark Wagner CFA® in the role of Portfolio Manager. Wagner joins the firm’s portfolio team, with 20 years of investment management experience working with high net worth and i

17
Dec
2013

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

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,

EVENTS

10
Oct
2014

International Gold Cup 2014

International Gold Cup 2014

We hope you can join us for one of the finest steeplechase races in the country while enjoying spectacular fall foliage, fabulous food, fine wine and great friends. Gates Open to the Public at 10:00 a.m. 5089 Old Tavern Rd. The Plains, VA 20198 To register and join as a guest of Campbell Wealth Mana

10
Oct
2014

Social Security by Elaine Simmons

Social Security by Elaine Simmons

This event will be held on Thursday, March 26th from 6-8 p.m.- Location and details to follow. Great 2nd annual event! About Elaine: Elaine Simmons is a vibrant nationally sought after keynote speaker on the topic of Social Security. She is known for her witty and entertaining presentations that exp

10
Jul
2014

Wealth, Wags and Wine! Yappy Hour

Wealth, Wags and Wine! Yappy Hour

Bring your furry friends with you!  Join CWM for an evening of delectable grilling and indoor wine tasting all held on the Balducci’s patio. Where: Balducci’s Patio -600 Franklin St, Alexandria, VA 22314 When: Friday, September 5th, 2014 from 4-6 p.m.

10
Jul
2014

2014 International Gold Cup

2014 International Gold Cup

Campbell Wealth Management would like to invite you to the 77th running of the International Gold Cup, which will take place on October 25th, 2014. The races are held at Great Meadow Park in The Plains, VA. The upcoming event, October 25, is the fourth weekend in October, not the third, which is a d

15
May
2014

Don’t Miss the Boat!

Don’t Miss the Boat!

Campbell 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 c

2
May
2014

CWM is Proud to Present Celebrity Appraiser, Dr. Lori!

CWM is Proud to Present Celebrity Appraiser, Dr. Lori!

  Dr. Lori’s Antiques Appraisal Comedy Show   Need some motivation to kick-start your spring cleaning? Campbell Wealth Management is here to help. We are proud to invite CWM clients and their guests to this one-of-kind antiques appraisal event, featuring celebrity appraiser, Dr. Lori

7
Jan
2014

Join CWM and Elaine Simmons for a Comprehensive Look at Social Security Planning for 2014

Join CWM and Elaine Simmons for a Comprehensive Look at Social Security Planning for 2014

  Start Your New Year Right! To further your knowledge and understanding about Social Security, Campbell Wealth Management brings you another great educational opportunity… Elaine Simmons is a nationally known specialist on Social Security. Known for her witty and entertaining presentatio

22
Jan
2014

Rejuvenate Your Retirement Courses

Rejuvenate Your Retirement Courses

Retirement planning has fundamentally changed! Retirees are living longer, pensions are shrinking, and market volatility has depleted many retirement accounts, meaning it’s more challenging than ever to prepare for your retirement. It’s also more important than ever to have the best, most up

27
Sep
2013

International Gold Cup

International Gold Cup

  Saturday, October 19, 2013 Great Meadows, The Plains, VA Gates open at 10 a.m. Clients and CWM are anxious to enjoy a day at the races!  We are delighted to witness one of the finest steeplechase races in the country. All while enjoying spectacular fall foliage, fabulous food, fine wine and

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