Do you need holistic retirement planning?
Take this quiz to find out. Count how many “yes” responses you have to these questions, then check out the results key below to find out if you could benefit from our services.
Results Key
10+ — You may be at a higher risk of facing some form of significant income planning obstacle and may benefit from meeting with us in our office.
4-9 — You may be at risk of developing problems involving your income strategy that may affect your financial goals for retirement. Your family or loved ones may also face unintended financial liabilities after you pass away. It may be wise to take advantage of a no-obligation analysis to get a second opinion and learn about holistic planning.
0-3 — You likely aren’t exposed to significant income planning issues at this time that may affect you or your family’s retirement goals and objectives.
Other Things to Consider
Ask yourself the following questions. If your answer seems peculiar or out of place, you may want to learn more about the various aspects of a holistic retirement plan at KeyStone Financial.
- Has your financial professional ever fully disclosed all the fees you are paying for your investments and his/her advice? If so, were you surprised at what he/she said?
- When you sat down with your financial advisor at your last meeting and reviewed your investment and income strategy to ensure everything was still on track, were you satisfied with your situation?
- Have you ever experienced an unacceptable level of decline in the value of your retirement savings? If so, what did your financial professional do to help protect your assets from future potential market losses?
Interested in holistic retirement planning?
Fill out this form and let’s have a conversation.