Interactive Assessment

Retirement Priorities Assessment

There are no right or wrong answers.

You've spent a lifetime building your retirement.

Your Retirement Savings are significant for you and your family's future. You've done a good job accumulating money. You need to do a good job distributing the money to minimize taxes, minimize the risk of loss and maximize your benefits.

Determining the best way to utilize the funds you have saved requires analysis of all your options, including ones you may not be currently aware of. We are here to help you with that analysis.

Answering these questions is a way to begin. We will take you the rest of the way. Simply rate each statement according to its importance to you.

Questions / Priorities

1Not Concerned

2Not Very

3Some What

4Very Concerned

5Most Concerned

I want to make sure my money lasts throughout my lifetime.

I would like to ensure that my assets are protected from losses.

I would like to pay less in taxes.

I would like to protect myself and my family from catastrophic long-term care cost.

I would like maximum income.

I want to pass on as much as possible to children/heirs.

I want income that is tax-free.

Step 2 of 2

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