Retirement Quiz - Drew vonEhrenkrook

When will you retire?* This field is required.

1-4 years

5-9 years

10-19 years

20-29 years

30+ years

Already Retired

Getting close! How confident are you in your current financial plan?* This field is required.

Very confident

Somewhat confident

Not confident

I don't have a plan

What activity is most important to you in retirement?* This field is required.

Traveling

Spending time with family and friends

Pursuing hobbies

Working part-time

Other

Which word most accurately describes your vision of retirement?* This field is required.

Enjoyment

Freedom

Leisure

Other

Where do you expect the majority of your retirement income to come from?* This field is required.

Savings and investments

Employer (Pensions)

Government

Other

Are you planning on relocating for retirement?* This field is required.

Yes

Not sure

How would you characterize your overall health?* This field is required.

Excellent

Good

Fair

Poor

How comfortable are you with investing?* This field is required.

Very comfortable

Somewhat comfortable

Not comfortable at all

How quickly would you like to improve your long-term financial strategy?* This field is required.

As soon as possible

Within the next 3 months

Within the next year

No specific timeframe / I don't want to make any changes

Are you married?* This field is required.

Yes

Are you saving jointly or separately?* This field is required.

Separately

Jointly

Not Applicable

Do you own your home?* This field is required.

Yes

Have you refinanced your home recently to take advantage of low interest rates?* This field is required.

Yes

Do you currently have children under 18?* This field is required.

Yes, 1

Yes, 2

Yes, 3 or more

Would you like help creating a college savings program for them?* This field is required.

Yes

Do you own a business?* This field is required.

Yes

Do you have a 401k?* This field is required.

Yes

Do you have an IRA?* This field is required.

Yes

Do you have an emergency fund?* This field is required.

Yes

Which of these is most important for your financial advisor to have?* This field is required.

Tax expertise

Investment management expertise

Estate planning expertise

None of the above

Is socially responsible investing important to you?* This field is required.

Must have

Nice to have

Not important

Do you currently have a financial advisor?* This field is required.

Yes

Why are you looking for a new one?* This field is required.

I’m unsatisfied with my current advisor

I’d like to get another advisor’s perspective

I have substantial wealth that I’d like to divide with another advisor

I recently relocated

Other

Do you need your financial advisor to be in your immediate area?* This field is required.

I am comfortable working by phone or video

Yes

Please estimate your household income.* This field is required.

Less than $40,000

$40,000 - $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

Over $250,000

Please estimate your total investable assets.* This field is required.

Less than $25,000

$25,000 - $99,999

$100,000 - $249,999

$250,000 - $999,999

$1,000,000 - $4,999,999

Over $5,000,000

Please estimate your current monthly savings.* This field is required.

Less than $100

$100 - $249

$250 - $499

$500 - $999

$1,000 - $1,999

Over $2,000

How did you hear about us?* This field is required.

Social media

Internet search

Online ad

Physical mail

Referral

Other

Where should we send your personalized retirement report?

Email* This field is required.

Almost Done! What's your name?* This field is required.

First Name

Last Name

Mobile phone number* This field is required.

Important: you'll receive your report shortly after we verify your information