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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

Mark Wagner

Mark has 20 years of investment management experience working with high net worth and institutional investment clients.  Mark holds the Chartered Financial Analyst ™ (CFA) designation, the industry’s most respected designation for investment management professionals.  He has held positions as a Research Analyst, Director of Research and Portfolio Manager.  These positions include experience with several large bank trust investment divisions including National City Bank, Fifth Third Bank, and Wintrust Financial, as well as a leading mutual fund company, Liberty Funds Group, and an ultra-high net worth family office, Bass Brother Trading.  Mark has also worked as a Client Advisor with Wells Fargo Advisors and Merrill Lynch.  Through his experience, Mark has refined his skills in constructing investment portfolios appropriate to client goals and risk tolerances.

Mark is a graduate of the University of Wisconsin and holds a Bachelor of Business Administration (BBA) in Accounting and Finance, and a Master of Science (MS) in Finance. While outside of the office, Mark enjoys spending time with his seven year old children, Nathan and Lauren, and wife Kathy.

How Mark Benefits You

Mark is a member of Campbell Wealth’s investment management team and responsible for the strategic aspects of our clients’ portfolio management, including research, investment selection, asset allocation and trading.  In addition, Mark has an active role in meeting with our clients to help determine the appropriate portfolio guidelines for their broader financial plan.

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