Retirement Fund Assessment
Evaluate your readiness and preferences for retirement funding. Please answer all questions to receive a comprehensive assessment.
Full Name
*
First Name
Last Name
Age
*
Current Employment Status
*
Employed full-time
Employed part-time
Self-employed
Unemployed
Retired
Other
Annual Income Range (USD)
*
Please Select
Less than $25,000
$25,000 - $49,999
$50,000 - $99,999
$100,000 - $199,999
$200,000 or more
Current Retirement Savings (approximate total in USD)
*
Please Select
None
Less than $10,000
$10,000 - $49,999
$50,000 - $199,999
$200,000 - $499,999
$500,000 or more
At what age do you plan to retire?
*
How confident are you in your current retirement plan?
*
Not confident
1
2
3
4
5
6
7
8
9
Very confident
10
1 is Not confident, 10 is Very confident
Please rate your knowledge of retirement fund options.
*
1
2
3
4
5
Which of the following best describes your investment risk tolerance?
*
Conservative (prefer safety over growth)
Moderate (balance between risk and reward)
Aggressive (willing to take higher risks for higher returns)
Retirement Lifestyle Preferences
*
Rows
Very Unimportant
Unimportant
Neutral
Important
Very Important
Traveling
1
2
3
4
5
Hobbies and leisure
6
7
8
9
10
Supporting family
11
12
13
14
15
Healthcare and wellness
16
17
18
19
20
Volunteering or community work
21
22
23
24
25
What is your biggest concern regarding retirement?
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