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Retirement Ready or NOT?

Have you or your advisor answered the four most important questions you need to know about your retirement?

Imagine if you had all the answers about the money you needed to retire with no fear of running out of money...

Click the button below to start the assesment!

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Question 1 of 6

I know what rate of return I need to make on my investments in order to retire in my current lifestyle and not run out of money.

A

1 - I really don't know

B

2 - I don't know

C

3 - I think I know

D

4- I know

E

5 - I really know

Question 2 of 6

I know exactly how much money I need to save between now and the time I retire to NOT run out of money in my life and I’m accounting for taxes and inflation.

A

1 - I really don't know

B

2 - I don't know

C

3 - I think I know

D

4 - I know

E

5 - I really know

Question 3 of 6

I know how long I will have to work before I retire so I can live my desired lifestyle and NOT run out of money in my lifetime.

A

1 - I really don't know

B

2 - I don't know

C

3 - I think I know

D

4 - I know

E

5 - I really know

Question 4 of 6

I know how much I will have to cut my lifestyle by in retirement in order to NOT run out of money in my lifetime.

A

1 - I really don't know

B

2 - I don't know

C

3 - I think I know

D

4 - I know

E

5 - I really know

Question 5 of 6

I have a predictable, safe plan that answers all of the above statements and I’m confident I will NOT run out of money in retirement, and I am passing my money on to my heirs in the most tax advantaged way. 

A

1 - I really don't know

B

2 - I don't know

C

3 - I think I know

D

4 - I know

E

5 - I really know

Question 6 of 6

If you would like to speak with a Retirement Specialist for a no-cost, no-obligation meeting please leave us your phone number and we will reach out to you soon! We are Your Safe Money People. (Enter 0 if you are confident in your current plan and do not want a second opinion)

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