Retirement Compass

Questionnaire

 

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Full Name:*
Spouse's Full Name (if applicable):
Having a plan to maximize the amount I'm getting from Social Security*
Having a plan to guard against losing buying power to inflation*
Making sure your spouse has enough income in the event of your death*
Having your retirement income be guaranteed*
Having enough income to last the rest of your life*
How market volatility will affect your retirement portfolio*
Adjusting your portfolio to reduce fees*
Finding out if I'm paying "hidden" fees within my investment accounts*
Assessing my risk tolerance*
Evaluating ways to reduce risk while still accomplishing my goals*
Assessing the taxable nature of your current holdings*
Strategizing ways to include tax-differed or tax-free money in your retirement plan*
Planning which accounts to draw income first to reduce tax burden*
Leveraging qualified money to maximize tax-free dollars to your beneficiaries*
Maximizing your estate and income tax planning opportunities*
Protecting assets in trust and ensuring they are distributed to beneficiaries probate free*
Protecting IRA/qualified accounts from becoming fully taxable to beneficiaries upon your death*
Please enter a number from 1 to 10.
1 = very anxious & worried 10 = complete peace of mind

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