Retirement Personality Assessment

Happy Retirees are Balanced

Happy retirees balance their financial and life purpose goals. Identifying your priorities in both areas is key to retirement planning. Take our assessment to uncover what's most important to you.

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Drag and drop the answers to rank them in order of importance, 1 being the most important and 6 being the least.

1. What do you feel most strongly about?

To support your family financially

To achieve career success and recognition

To accumulate significant wealth for you and your family

To learn continuously and experience new things

To promote health and happiness for myself and others

To make a positive difference in the world

Drag and drop the answers to rank them in order of importance, 1 being the most important and 6 being the least.

2. Rank the ways your ideal financial advisory firm could help guide you

Helping you accumulate and protect wealth through asset allocation and diversification.

Aligning financial planning with projected spending needs and with life goals

Coordinate your investment and financial planning with other services like tax and estate planning

Providing tools and resources for a happy and more adventurous retirement

Facilitating connections with mentors, social groups, and community engagement

Encouraging charitable giving, philanthropy, and volunteering opportunities

Drag and drop the answers to rank them in order of importance, 1 being the most important and 6 being the least.

3. When thinking about what you have or will achieve, what stands out as most vs least important to you?

As a wealthy individual who left a financial legacy

As a successful and innovative professional

As a well-respected business person and professional in the community

As a devoted family member and friend

As a lifelong learner and adventurer

As a philanthropist or community change-maker

When planning your retirement, it is important to understand your goals and values from both a purpose and financial perspective. These priorities go hand-in-hand with a happy retirement. To feel balanced, you noted the following priorities.

Top 3 Finance Related Answers

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IMPORTANT: This information is provided to you as a resource for informational purposes only. Information and interactive tools are made available to you for educational purposes for your independent use and are not intended to provide financial planning or investment advice. Results will vary with each use based on differing responses. This information does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax advisor when making decisions related to your individual situation.