The Retire Smart Score
Please take minute complete the questions to get your score.
HOW OLD ARE YOU?
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HOW MANY YEARS UNTIL YOU RETIRE? (enter zero if already retired)
*
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HOW MUCH DO YOU HAVE SAVED FOR RETIREMENT SO FAR?
This includes everything you've saved for retirement - 401ks, IRAs, Etc.
HOW MUCH DO YOU SAVE FOR RETIREMENT EACH MONTH?
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How did you hear about us?
Dave Ramsey SmartVestor Pro
Google
SmartAsset
Retirement Answers Today - TV Show
Retirement Answers Today - Radio Show
Retirement Answers Today - Podcast
YouTube
Generation X Wealth - Podcast
I was referred by a friend or family member
You mailed me something
Facebook
Other
WHICH ONE SOUNDS MOST LIKE YOU?
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I am my own advisor but I'd like to pay for a one-time plan.
I know I need help and I'm looking for an advisor team to provide on-going proactive wealth management.
I am not sure yet
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HOW WILL YOUR STANDARD OF LIVING CHANGE WHEN YOU RETIRE?
*
I'll spend less
I'll spend more
I'll spend about the same
WHAT IS YOUR RISK NUMBER? ONE A SCALE OF 1-10 -- WITH 10 BEING THE MOST AGGRESSIVE AND 1 BEING CONSERVATIVE. WHAT IS YOUR NUMBER?
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WHAT IS YOUR CURRENT OR MOST RECENT ANNUAL INCOME?
*
Is there anything else you feel we should know about your situation? (Optional)
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Email
*
example@example.com
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Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Submit
Should be Empty: