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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

SEMINARS

Upcoming Dates and Locations

Upcoming Dates and Locations

2017 End of Year Planning Workshop

I hope you are having a great week!  As the year comes to a close we wanted to invite you to a timely workshop to help ensure your financial planning and tax ducks are in a row before the 31st.  We have teamed up with a local, top-notch tax firm to educate our clients and their guests on the moves that they should consider making before the end of the year as well as planning advice given the current economic, market and tax environments.

As a former Campbell Wealth workshop attendee, we know the high value you put on education.  We encourage you to bring a guest as these classes are not only great educational opportunities but also opportunities for your peers to receive advice in a non-threatening environment.  We have attached a summary of the topics we will be covering.

As this is an educational event for the clients of two different firms, seating is extremely limited.  Please RSVP for you and your guests by Monday, November 20th.

Instructors:
Evan Beach, CFP®, AWMA®-Wealth Manager, Campbell Wealth Management

Brian Davis, CPA-Tax Consultant, Ross & Moncure

When:
Tuesday, November 28th at 11AM — 12:30PM

OR

Thursday, December 7th at 6:30PM — 8PM

Where:
The Crowne Plaza Hotel
901 N. Fairfax St.
Alexandria, VA 22314

Call/E-Mail to RSVP: 703.535.5300 or mirela@campbellwealth.com

 

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Upcoming Dates and Locations

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