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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

Kelly Campbell

Kelly Campbell, founder and CEO of Campbell Wealth Management, has been in business for over 25 years. Nearly fifteen years ago the company began focusing specifically on retirement planning restricting its clientele to those age fifty-five plus. In-turn, the name Campbell Wealth Management has become synonymous with Retirement Planning in the Washington Metro area.

As an educator, Kelly has taught hundreds of seminars, classes and workshops on retirement planning, estate planning, investment management and life planning. He has taught thousands of baby boomers how to enjoy retirement.  He is an energetic and knowledgeable speaker who teaches in a light hearted and comical way utilizing stories and anecdotes to help his students learn.

A sought-after authority on everything retirement, Kelly has been quoted and/or has contributed to Fox Business, TheStreet.com, Fox 5 Local News, CNBC, The Washington Post, Kiplinger’s Magazine and is a recurring blogger for the Smarter Investor on U.S. News & World Report. For 2012-2017 Kelly Campbell has been recognized in the Top 25 in Virginia and in America’s Top 1200 Financial Advisors as named by Barron’s Magazine. *

While Kelly has always said, “A successful retirement comes from proper planning,” this is pursued through his trademarked program, Right on Retirement™ (ROR.) ROR is Kelly’s five step process that he and his team take all of their clients through to work towards their long-term success in retirement. The five steps include: The Bucket List Strategy, The Retirement Foundation, The Financial GPS, The Retirement Paycheck and The Legacy Blueprint.

Kelly graduated from the University of Maryland with a degree in Finance. A continuous student, he has achieved the following designations: Certified Financial Planner™ , Chartered Financial Consultant, Chartered Mutual Fund Counselor, and Accredited Investment Fiduciary.           

When he is not helping his clients, Kelly focusses on his passions of boating, water and snow skiing as well as spending time with his wife and three kids.

How Kelly Benefits You

Kelly provides strategic direction for the firm, and is the public face of Campbell Wealth.

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