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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

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Right on Retirement

Right on Retirement

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 comprehensive and the most up-to- date information to assist you. You need to understand the changes and create a plan that will serve as the foundation for your golden years.

At Campbell Wealth, we believe that it’s your right to have access to the most up-to- date information, and that’s why we conduct these informative classes regularly throughout the year, to help you understand the ins and outs of creating a well-rounded retirement plan.

Whether your objective is to make more informed financial decisions, become more proactive in your planning, or verify that you’re planning correctly, Right on Retirement is a great resource.

This course will help you: set priorities for your retirement years, understand and evaluate your investment options, construct an individualized retirement income plan, make calculated adjustments to that plan, and renew focus on those retirement priorities.

Your instructor and retirement guide is Kelly Campbell, a leading voice in the DC, VA and MD area. Kelly is a highly-regarded professional in retirement planning, and has been recognized by Barron’s as one the Top 25 Advisors in the state for 2009, 2010, 2012-2017 and Top 1,200 Advisors in the country for 2009,2010, 2012-2017*.

Course registration is free and includes a personal meeting with Kelly. He’ll be at your disposal to address any specific questions, that weren’t covered in the course, and provide guidance in the creation of your financial plan.

You’re encouraged to invite a guest, free of charge.

Pursuing a secure, successful retirement begins with creating a realistic and responsible plan. Our goal is to serve as a reliable resource in that undertaking.

Class sizes are limited and seats fill quickly, so register today!

Should you have any questions, please contact us at (703) 229-6703 or email: info@CampbellWealth.com

*Award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

Upcoming Dates and Locations

The Right on Retirement Program – 

 

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.

 

DATES / TIMES

Right on Retirement

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