What is Your Number 1 Retirement Mistake?

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URL

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Which best describes you?*

Currently retired

Planning for retirement

True or False: My current retirement plan accomplishes all of my retirement goals.*

True

False

How confident are you in your retirement plan?*

Confident

Not confident

No plan yet

What's your current age?*

Less than 50

50-59 years

60-69 years

70-79 years

More than 80

What's your marital status?*

Married

Single

Divorced

Widow/Widower

What level of loss in your investment portfolio would you find acceptable for a chance of gaining in the Stock Market?*

I don’t want to lose anything

up to 10% of my portfolio

up to 20%

Up to 40%

Let it ride

Excluding real estate, what are your current investment portfolio assets?*

Less than $100K

$101K – $250K

$250K – $500K

$500K – $1M

$1M – $3M

More than $3M

Do you have a written income plan that ensures you won't run out of money, even as the cost of living rises?*

Yes

Not sure

Do you have a tax-efficient withdrawal strategy or tax-free income tools to use for your retirement?*

Yes

Not sure

Do you have a plan in place to pay for Long Term Care in retirement?*

Yes

No I do not

Pick your top Retirement planning concern:*

Outliving my money.

Cost of unexpected health care or long term care.

Suffering investment losses.

Not having a paycheck any longer.

My retirement savings aren’t structured efficiently to reduce taxes.

I want to make sure my loved ones are cared for.

Would you like to schedule a complimentary strategy call with one of our advisors to review your results and next steps?*

Yes

Maybe

Name*

First Last

Phone*

Email*

Zip Code*

ZIP / Postal Code

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What is Your #1 Retirement Mistake?