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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

SEMINARS

Upcoming Dates and Locations

Upcoming Dates and Locations

Rejuvenate Your Retirement®

Where: Allen S. Lichter, MD Conference Center Alexandria, VA 22314
When: Tuesday’s June 13th & 20th from 9:30 – 11:30 a.m.
When: Thursday’s June 15th & 22nd from 1:00 – 3:00 p.m.

This unique and comprehensive course focuses on life planning and financial concepts that are important to those preparing for retirement and active retirees.
In this course, we will discuss life planning strategies designed to accomplish objectives such as tax-efficient income planning, lifestyle preservation, inflation protection, and providing a legacy.

Money is only one aspect of post-retirement planning. Rejuvenate Your Retirement® discusses fun and fulfilling activities such as travel, hobbies, sports, crafts, socializing, business ventures, and lifelong learning to help you make the most of your retirement years.

Registration is $59, and includes a 143-page workbook. The fee also covers a personal meeting with Kelly Campbell, President and CEO of Campbell Wealth Management, and a CERTIFIED FINANCIAL PLANNER™. He’ll address any specific questions that weren’t covered in the course, and provide guidance in the creation of your financial plan.

If you have any questions or would like to register, please call 703-229-6703 or email info@campbellwealth.com.

This presentation should not be used as a basis for legal/tax advice. In any specific case, the parties involved should see guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.


A Wise Woman’s Guide to Financial Planning

Where: The Crowne Plaza, 901 N. Fairfax St., Alexandria, VA 22314
When: Wednesday June 14th from 9:30 – 11:30 a.m.
When: Thursday June 22nd from 6:00 – 8:00 p.m.

Longevity, healthcare, earnings expectations and life paths often mean that women should follow different rules when it comes to planning for and living in retirement.  On average women tend to live 2-3 years longer than men**, spend 3x as much as men on long-term care and have about 50% as much in their retirement accounts as men.  A one-size fits all approach to planning simply won’t work.  In this class we talk about how to address healthcare planning, asset management, social security and estate planning for women.  This is a good class both for women and anyone advising women on financial matters. **www.ssa.gov/planners/lifeexpectancy.htm, as of August 2014

Past Events:
An Educational Course for Retirees
Thursday, March 30th 9:30am – 12:30pm or Tuesday, April 4th from 1:00pm – 4:00pm

For more information, call 703-535- 5300.

No strategy assures success or protects against loss.

 

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Upcoming Dates and Locations

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