RETIREMENT QUIZ

What stage of your financial journey are you in?

Just getting started

Building up my savings

Growing my wealth

Retaining my wealth

When do you plan to retire?

I'm already retired

Within 3 years

Within 4 to 5 years

Within 6 to 10 years

I don't know

What activity is most important to you in retirement?

Traveling

Spending time with family and friends

Pursuing hobbies

Working part-time

Other

Which word most accurately describes your vision of retirement?

Employment

Freedom

Leisure

Other

Where do you expect the majority of your retirement income to come from?

Savings and investments

Employer (Pensions)

Government

Other

On a scale of 1-5, how concerned are you about running out of money in retirement?

1 (not concerned at all)

2

3

4

5 (extremely concerned)

Where are we sending your Retirement Score?

Email *

Full Name *

Mobile Phone Number *

***Please double-check your entry. Must be a valid US Phone Number. Mistyped or Incorrect numbers will result in disqualification. Ex: 803-555-1234

Are you planning on relocating for retirement?

Yes

No

Not sure

How confident are you in your current retirement plan?

Very confident

Somewhat confident

Not confident

I don't have a plan

How quickly would you like to strengthen your current retirement plan?

As soon as possible

Within the next 3 months

Within the next year

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

Which of these are most important for your Retirement Agent to specialize in?

Debt Elimination Strategies

Tax Savings Strategies

Retirement Growth Strategies

All of the Above

Please estimate your household income

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 retirement assets.

Less than $25,000

$25,000-$100,000

$100,000-$250,000

$250,000-$1,000,000

$1,000,000+

How much of your current retirement are you willing to lose?

None

Less than 15%

Half

All of it

If you lose 25% of your portfolio what would you do?

Go back to work

Spend less money in retirement

Move in with your children

Ride it out until you earn it back

How much money do you save each month?

Less than $100

$100-$250

$250-$500

$500-$1,000

$1,000-$2,000

Over $2,000

Do you own your home?

No

Yes

How much debt do you have (including your mortgage)?

Less than $100,000

$100,000-$300,000

$300,000 - $500,000

$500,000 or more

Are you married?

No

Yes

Do you currently have children under 18?

No

Yes, 1

Yes, 2

Yes, 3 or more

How would you characterize your overall health?

Excellent

Good

Fair

Poor

Do you own a business?

No

Yes

Do you have a 401K, 403B, 457, TSP or Employer Plan?

Yes

No

Do you have an IRA?

Yes

No

Do you have an emergency fund?

Yes

No

Do you currently have a financial advisor?

No

Yes

Best time to contact you?

0%

Click Here To Call Us Now : 865-325-3106

This survey will match you with up to 3 vetted retirement agents. We provide your agent with your survey responses, which help them understand your financial goals. Your agent matches are chosen based on your location and/or desire to work with remote agents, as well as your stated amount of assets. We also consider each agent's advertising budget, therefore agents with larger budgets are more likely to appear in the results page. All agents must meet the same vetting criteria.

RETIREMENT QUIZ

Where would you like your results sent?

Email *

Full Name *

Mobile Phone Number *

***Please double-check your entry. Must be a valid US Phone Number. Mistyped or Incorrect numbers will result in disqualification. Ex: 803-555-1234

What stage of your financial journey are you in?

Just getting started

Building up my savings

Growing my wealth

Retaining my wealth

When do you plan to retire?

I'm already retired

Within 3 years

Within 4 to 5 years

Within 6 to 10 years

I don't know

What activity is most important to you in retirement?

Traveling

Spending time with family and friends

Pursuing hobbies

Working part-time

Other

Which word most accurately describes your vision of retirement?

Employment

Freedom

Leisure

Other

Where do you expect the majority of your retirement income to come from?

Savings and investments

Employer (Pensions)

Government

Other

On a scale of 1-5, how concerned are you about running out of money in retirement?

1 (not concerned at all)

2

3

4

5 (extremely concerned)

Are you planning on relocating for retirement?

Yes

No

Not sure

How confident are you in your current retirement plan?

Very confident

Somewhat confident

Not confident

I don't have a plan

How quickly would you like to strengthen your current retirement plan?

As soon as possible

Within the next 3 months

Within the next year

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

Which of these are most important for your Retirement Agent to specialize in?

Debt Elimination Strategies

Tax Savings Strategies

Retirement Growth Strategies

All of the Above

Please estimate your household income

Less than $40,000

$40,000 - $75,000

$75,000 - $150,000

Over $150,000

Please estimate your total retirement assets

Less than $25,000

$25,000-$100,000

$100,000-$250,000

$250,000-$1,000,000

$1,000,000+

How much of your current retirement are you willing to lose?

None

Less than 15%

Half

All of it

If you lose 25% of your portfolio what would you do?

Go back to work

Spend less money in retirement

Move in with your children

Ride it out until you earn it back

How much money do you save each month?

Less than $100

$100-$250

$250-$500

$500-$1,000

$1,000-$2,000

Over $2,000

Do you own your home?

No

Yes

How much debt do you have (including your mortgage)?

Less than $100,000

$100,000-$300,000

$300,000 - $500,000

$500,000 or more

Are you married?

No

Yes

Do you currently have children under 18?

No

Yes, 1

Yes, 2

Yes, 3 or more

How would you characterize your overall health?

Excellent

Good

Fair

Poor

Do you own a business?

No

Yes

Do you have a 401K, 403B, 457, TSP or Employer Plan?

Yes

No

Do you have an IRA?

Yes

No

Do you have an emergency fund?

Yes

No

Do you currently have a financial advisor?

No

Yes

Best time to contact you?

0%

Click Here To Call Us Now : 865-325-3106

This survey will match you with up to 3 vetted retirement agents. We provide your agent with your survey responses, which help them understand your financial goals. Your agent matches are chosen based on your location and/or desire to work with remote agents, as well as your stated amount of assets. We also consider each agent's advertising budget, therefore agents with larger budgets are more likely to appear in the results page. All agents must meet the same vetting criteria.