Do You Have A “Healthy” Retirement Plan? Improve Your Retirement Peace of Mind With Our Retirement Scorecard!
Take this short financial check-up to effectively predict 10 key components of your financial health in retirement. Identify (score) whether:
- You have implemented a sound investment strategy with a trusted advisor. [Mindset 1 Video]
- Your independent advisor provides access to all types of investments. [Mindset 2 Video]
- You’re confident you will not outlive your money. [Mindset 3 Video]
- You have systematically established continual access to your updated net worth. [Mindset 4 Video]
- All insurance options have been properly vetted. [Mindset 5 Video]
- Your qualified tax advisor coordinates with your entire financial team. [Mindset 6 Video]
- Your well-thought-out estate plan is up-to-date, executed and completely understood. [Mindset 7 Video]
- Your charitable/philanthropic plan has been executed and implemented. [Mindset 8 Video]
- Both spouses and appropriate family members have a complete understanding of your situation. [Mindset 9 Video]
- Your life will be simplified and you will enjoy greater peace of mind. [Mindset 10 Video]
Complete your Scorecard
Then schedule a FREE, one-on-one consultation with a Wealth Advisor, who will help you understand where you are in the process of preparing for retirement and how to score the best possible financial situation for your retirement years.