I’m in retirement

I have started drawing my Social Security benefits. *

Yes

No

I have a formal, written retirement income plan and review it at least every two years. *

Yes

No

I have saving/investment accounts and/or real estate holdings in excess of $250,000. *

Yes

No

I have invested in a solution to address any long-term care needs I may encounter. *

Yes

No

I have reviewed the beneficiary designations on all my savings and investment accounts and insurance and annuity contracts within the past year. *

Yes

No

I have already prepared one or more of the following for when I pass away and have reviewed them in the past three years: will, trust and health care power of attorney, or health care directive. *

Yes

No

Which best describes you? *

Single

Married

Remarried

Windowed

Which best describes your financial knowledge and comfort with investing? *

I don't really understand financial concepts or terms.

I have a basic foundation but don’t feel comfortable making financial decisions.

I am well-read on financial issues and can make sound decisions based on that knowledge.

We’ll analyze your input and get in touch with more information. This assessment is free of charge.

First Name *

Last Name *

Phone *

Email *

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