Financial Calculations Take one of our surveys and find out if you are ready for retirement. Upon completion one of our advisors will call with results of financial calculations. Longer 28 Question Survey Please enable JavaScript in your browser to complete this form.Are you Ready to Retire? Short Retirement Challenge Quiz - Step 1 of 28How confident are you in your long term financial plan? Did you know that people who work with a financial advisor feel more at ease about their finances...and end up with about 15% more money to spend in retirement on average Very confident Not confidentSomewhat confidentOtherNextWhen would you like to retire?1-4 years5-9 years10-19 years20-29 years30+ yearsAlready RetiredNextHow do you currently manage your money? I manage my own investmentsI use retirement plans (such as a 401(k), Roth IRA, IRA)I use a robo-advisor I work with a financial advisorSomething ElseNextWhich word most accurately describes your vision of retirement?EnjoymentFreedomLeisureBoredomSomething ElseNextWhat activity is most important to you in retirement?Spending time with family and friendsTravelingPursuing hobbiesWorking part-timeSomething elseNextWhere do you expect the majority of your retirement income to come from?Savings and investmentsReal Estate IncomeEmployer (Pensions)GovernmentOtherNextHow would you characterize your overall health?PerfectGoodFairPoorNextHow comfortable are you with investing?Very comfortableSomewhat comfortableNot comfortable at allNextAre you Married?YesNoPartnershipNextAre you saving jointly or separately?JointlySeparatelyOtherNextDo you own your home? YesNoNextHave you refinanced your home recently to take advantage of low interest rates?YesNoNextDo you currently have children under 18?NoYes, 1Yes, 2Yes, 3 or moreNextWould you like help creating a college saving program for them?YesNoNextDo you own a business?YesNoNextWould you like advice on how to better protect your business and save money on insurance costs?YesNoNextDo you have a 401k, 403B or Pension? YesNoNextDo you have an IRA?YesNoNextDo you have an emergency fund?YesNoNextWhich of these is most important for your financial advisor to have?Insurance Product ExperienceRetirement Planning ExperienceEstate Planning ExperienceFinancial Planning ExperienceNone of theseNextDo you currently have a Financial Advisor?YesNoNextDo you currently have an Insurance Advisor?YesNoNextWhat type of investing is most important to you?Total ReturnTop Return adjusted for my own Risk ToleranceSocially Responsible InvestingGuaranteed InvestmentsSomething ElseNextDo you need your financial advisor to be in your immediate area?No, I'm comfortable working online (Zoom, Conference Calls, Exc.)YesNextPlease Estimate your household incomeLess than $40,000$40,000- $74,999$75,000-$99,999$100,000-$149,999$150,000-$249,999Over $250,000NextPlease estimate your total investable assets.Less than $25,000$25,000- $99,999$100,000-$249,999$250,000-$999,999$1,000,000-$4,999,999Over $5,000,000NextPlease estimate your savings monthlyLess than $100$100-$249$250-499$500-$999$1,000-$2500Over $2500NextPhoneEmail *Name *FirstLastSubmit Shorter 10 Question Survey Please enable JavaScript in your browser to complete this form. - Step 1 of 11QUESTION 1: How important is it for you to take care of your physical and mental well being? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 2: Are you investing your Time to become a financial success? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 3: How important is having the best information at your hands to make informed decisions? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 4: How Important is setting up a plan for your financial future? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 5: How important is it for you to analyze your current situation based off your goals? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 6: How important are solutions that you can understand ? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 7: How important is it for you to monitor your investments year over year? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 8:How do you feel about working with an advisor who is bound by the fiduciary standard? Some one that views your goals in their eyes? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 9: How important is it for you to have a life long relationship with your advisor? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextQUESTION 10: How motivated are you to achieve financial success and start a defined process today? 1 to 10, how important is this to you? Selected Value: 5 On a scale form 1 to 10, how well are you doing in this area today? Selected Value: 5 NextBriefly tell us where you are now financially and how we can help?Email *PhoneName *FirstLastSubmit
