The Retirement Planning Group

How Prepared Are You?

Rank yourself from 0 to 5
(0 = under prepared/not confident, 5 = very prepared/confident)

	I am confident that I have saved enough money to retire when I want.
	I have an advisor or have met with an advisor that has developed a written, formalized plan to help me achieve my retirement goals.
	I am confident that I won't outlive my assets.
	I feel knowledgeable about the rate of return that I need to achieve on my assets to reach my retirement goals.
	I have a plan in place to make sure my income keeps pace with inflation in retirement.
	I am completely aware of what would happen to my estate if I were to die unexpectedly.
	I have total confidence in my current advisor's knowledge of retirement planning strategies.
SCORE:

TOTAL 0 TO 24: You are an ideal candidate for The Retirement Planning Group’s P.R.E.P. Process.^SM Upon completion of the process you will have a written, formalized plan that will address all of the issues above.

SCORE 25 TO 29: You are on your way, but need additional help and time to tie up loose ends. Seek the advice of The Retirement Planning Group to help with the finalization of your plans.

SCORE 30 TO 35: You are prepared for retirement. Consider consulting with an advisor on those areas where you felt you were deficient.