Website Survey

1

What’s most important to you in retirement?“Most of the important things in the world have been accomplished by people who have kept on trying when there seemed to be no hope at all.” - Dale Carnegie

Not running out of money

Leaving a legacy

Traveling or enjoying life

Security and peace of mind

Maintaining my lifestyle

Other

2

What would it mean to you to know your income plan is secure no matter what the market does?

3

Have you discussed these priorities with a financial advisor or retirement planner before?Specifically, a licensed fiduciary who is legally able to offer financial advice.

Yes, currently working with one

Yes, but not satisfied

No, but I’m planning to

No, not yet

4

When do you plan to retire?"A good plan today is better than a perfect plan tomorrow" - General George Patton

1-4 Years

5-9 Years

10+ Years

Already Retired

5

On a scale from 1 to 5, how confident are you in being ready by then?

1 (No Confidence)

2 (Little Confidence)

3 (Unsure)

4 (Somewhat Confident)

5 (Very Confident)

6

Do you already have a plan for generating income from your savings?"A wise man saves for the future" – Proverbs 21:20.

Yes, it’s in place

Sort of – I have ideas

No, not yet

Not sure what that means

7

What are you relying on most?

Investment Returns

Pensions

Social Security

Other

8

What’s held you back from creating an income plan“Many of life’s failures are people who did not realize how close they were to success when they gave up.” - Thomas Edison

Not sure how

Don't need to right now

It will all work out

Other

9

Would you like a second opinion on that plan from a retirement income focused Financial Advisor?"It's always wise to get a second opinion." - unattributed

Yes, I’d be open to that and need to get a plan established soon

Yes, I'd be open to it, but unsure how much time I can dedicate to figuring this out

Maybe, depending on what it entails

No, I’m good for now

10

What types of accounts do you have? (Select all that apply)* This field is required.Please use the "other" option to describe other account types or investment strategies you might have.

401(k)

IRA / Roth IRA

Pension

Brokerage / Investment Account

Annuity

Whole Life Insurance

Real Estate

Other

11

Do you know which of your accounts will be taxed the most in retirement?* This field is required."In this world, nothing can be said to be certain, except death and taxes." - Benjamin Franklin

Yes

I have a general idea

Not really

No clue

12

Are you currently working with someone to manage or review these accounts?* This field is required.

Yes, actively

I’ve consulted someone, but it’s not ongoing

No

13

Have you considered how taxes might affect your withdrawals?* This field is required.

Yes

Somewhat

Not really

No

14

Are you currently using any strategies to reduce retirement taxes?* This field is required.

Yes, actively

Starting to explore

Not sure what those are (Interested to Learn)

No (Would like to Learn)

No (Not Interested)

15

Would learning how to minimize taxes on your retirement income be helpful to you right now or down the road?We usually prefer to start making these plans with our clients 7-10 years out from retirement.

Definitely

Maybe

Not at this time

16

Do you know how to maximize your Social Security benefits for your specific situation?* This field is required.We have a Retirement Income Workshop that specifically addresses this, and we also address this in every plan we create.

Yes

I think so

Not sure

No

17

Does your strategy of beginning Social Security benefits factor in your other income streams, expenses and inflation?We like to call this Optimization instead of Maximization.

Yes, I've already conducted an Income Gap analysis and picked the timing that fits best with the rest of my plan.

I think so, but I haven't sat down and run the numbers.

Still exploring the best timing

No, I hadn't looked at it that way.

18

Would you be open to a strategy session focused just on Social Security timing?Get signed up for our next Retirement Income Workshop or speak with an advisor to learn how we Optimize your Social Security for your retirement income plan.

Yes

Maybe

No

19

Do you know your approximate net worth?* This field is required.Total Assets (everything you own) - Total Liabilities (everything you owe) = Net Worth

YESNO

20

To calculate your net worth we don't need an exact number, but the closer the estimate the better we will be able to assist you.* This field is required.First, add up all your cash. This includes Checkings, Savings, CDs, etc. Next, add up any investment accounts. Then, determine any equity you have in your primary and/or secondary home, business or any other valuable belongings that are part of your retirement plan. Finally, deduct any liabilities; student loans, credit card or other debt. Ready to Proceed? If still "no", you can use an online resource to help you calculate your number. Here's one: https://www.nerdwallet.com/article/finance/net-worth-calculator

YESNO

21

What’s your approximate net worth?* This field is required."It's good to have money and the things that money can buy, but it's good, too, to check up once in a while and make sure that you haven't lost the things that money can't buy." - George Lorimer

$100k to $249k

$250k to $499k

$500k to $999k

Over $1 Million

Other

22

Just to clarify — does this estimate include all of your retirement accounts, pensions, real estate equity, or life insurance policies?If Other Please Explain

Yes

No

Other

23

Including the additions what would your new estimate be?No need to be exact, just estimate as close as possible.

24

Would you be interested in participating in our next Retirement Income Workshop?* This field is required. This is where we share in detail the strategies we've developed to help middle-America retire. This is a great way to see if we're a good fit for each other?

YESNO

25

Are you interested in learning more about what retirement solutions we might offer by scheduling a quick introductory call?* This field is required.

YESNO

26

Name* This field is required.

First Name

Last Name

27

Where do you live?* This field is required.Just City and State. You do not need to provide an address.

28

Email* This field is required.We require a verification code to reduce the number of bots so we can have more time to help people like you address their retirement goals and dreams!

example@example.com

Email Verified

The verification code has been sent to some@email.com
Please check your mailbox and paste the code below to complete verification

••••

29

Phone NumberAfter you click submit you will be able to schedule your introductory consultation.

Please enter a valid phone number.