Print and share your answers
By learning about the 4 C's, you've taken the first step toward helping to create the retirement you envision by gaining clarity about some of your main concerns:
How much less will you be likely to spend during retirement?
You're saving for retirement. Which is most appealing to you?
Cost of living
Which do you think will be the most significant cost you'll face in retirement?
Which uncertainty weighs most heavily in your retirement planning?
Now, take the next step by scheduling a meeting with your financial professional.
He or she can help you create a retirement income strategy that addresses your primary concerns about retirement - and helps you meet your goals.
The information provided above is a brief overview and may not be a complete depiction of your financial concerns or outlook. Please refer to your financial professional for a more personalized and detailed discussion of your financial situation.
Financial planning services may be offered only by financial professionals who are properly registered under the Investment Advisers Act of 1940 and are available at an additional cost.
Download your results
You may print your results to a PDF and keep for your records, or print out a copy for your meeting with your financial professional.
Before your meeting
The clearer your goals for your retirement, the more likely you are to achieve them. Jot down the following before you meet with your financial professional:
- Your current level of comfort with your preparedness for retirement
- The age at which you plan to retire
- A brief list of your goals and hopes for your retirement
- A brief list of any concerns you may have about retirement
Your financial professional may also ask you to bring other documents, including:
- A copy of your most recent retirement account and/or pension statements
- Your pay stub and a list of your monthly expenses
- A list of your financial assets and liabilities
We want to hear from you. Email us at: email@example.com with questions or comments about The 4Cs framework.
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