On Track:
Your responses suggest your retirement planning is generally well on track. If you’d like peace of mind, we’d be happy to provide a no-obligation second opinion on you retirement planning with one of our financial planners.
Some Gaps:
It appears a few key areas are missing or unclear in your retirement planning. A consultation with one of our financial planners will help you address these gaps and improve your retirement planning potential.
Significant Gaps:
Your responses indicate there are several critical gaps in your retirement planning. We strongly recommend booking a meeting with a financial planner to review your situation and prepare a comprehensive financial plan that meets your needs.