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

OUR SERVICES

Wealth Planning

Campbell Wealth Management’s seasoned specialists in asset allocation, investment planning and estate distribution formulate a comprehensive accumulation and preservation plan that seamlessly addresses all your needs and goals. We approach wealth planning with the clear understanding that each client has different objectives. Whether their priorities focus on economic return, tax efficiency, or the development of strategies that protect wealth, we have the flexibility and know-how to offer solid financial strategies to assist them in pursuing their goals.

Investment Management

Our investment management strategies include advisory and investment services. We can address a spectrum of goals – from preserving principal to maximizing growth. Our team members’ extensive knowledge and professional dedication means your financial plan will be seamlessly coordinated and professionally managed, even in the most challenging economic climates.

Alternative Investment Management

Examples of alternative investment strategies include long/short equity and bond, event-driven investments, absolute return, managed futures, real estate and hedge strategies. Short bias, global macro, and equity market neutral are other alternative tactics we will explore when the timing and circumstances are right for a particular client’s portfolio.

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Estate Planning

Your greatest gift to your children is your legacy – so why not ensure that it is handled properly? Setting up an estate plan as part of your overall wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We can coordinate with your attorney or one of our own to implement your estate plan from beginning to end; reposition assets to reduce or eliminate estate taxes; retitle assets to avoid probate; and formulate bi-annual estate planning reviews.

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MEET YOUR TEAM

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Betsy Hanson

Director of Operations

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Glenn Guard CFA®

Director of Investment Management

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