Get Started - Retirement Fundamentals Readiness Assessment

What is most important to you right now?

Select all that apply!

Saving for retirement

Guaranteed Income

Insuring my assets & lifestyle

Paying off debt

Coverage for my health

Wealth building & cash accumulation

What's your marital status?

I'm single (never married)

I'm engaged

I'm married

I'm divorced

I'm separated

I'm widowed

Do you have a partner to keep you accountable with your money?

This is a trusted person who can help keep you on track with your money decisions—someone who’s got your back. And hey, it's totally fine if you haven’t found that person yet!

Yes

No

When you and your spouse discuss money, how does the conversation typically unfold?

We have regular money talks and we're on the same page.

Money conversations often turn into arguments.

We usually see eye-to-eye on money and discuss it when necessary.

We don't discuss money at all.

How many children under 18 do you have living at home?

0

1

2

3

4

5 or more

How would you describe your employment status?

Full-time Employment

Part-time Employment

Self-employed

Stay at home

Retired

Unemployed

What is your estimated household annual income?

Less than $40,000

$40,000 - $75,000

$75,000 - $100,000

$100,000 - $150,000

$150,000 - $250,000

Over $250,000

What assets have you prepared for retirement?

Annuity(s)

CD(s)

Checking/Saving(s)

Pension

Real Estate

Roth or Traditional IRA

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