What’s your financial age? How much have you accumulated in retirement savings?$50,000 or moreless than $50,000You are most likely in the early years of your financial wellness journey, this is the "Saving for Your Future Stage". Individuals in this stage usually have approximately 30-40 years of career left before retirement. You have a good start and, simply by asking, indicate that you have an interest in planning for your future. You should be setting aside 10-15% of your annual salary toward retirement throughout your 30s and into your early 40s. Be sure to take full advantage of any employer match program to maximize your savings contributions. To learn more about Saving for Your Future, click here.Do you have any investments in addition to your savings?YesNoYou are most likely well into your financial wellness journey at this stage, you have reached the "Planning for Retirement" stage. Individuals in this stage usually have approximately 15-30 years of career left before retirement. You have made great achievements and now is the time to make sure you are maximizing your efforts. An appointment with an Investment Executive can identify any investment opportunities that may be applicable as well as to develop or review your Written Financial Plan to come up with a strategy that will enable you to reach your retirement goals. To learn more about Planning for Retirement, click here.Have you developed a written financial plan with the help of an advisor?YesNoNow would be a good time to meet with an Investment Executive. You are firmly within the “Planning for Retirement Stage.” Individuals in this stage usually have approximately 15-30 years of career left before retirement. You have made great achievements and now is the time to make sure you are maximizing your efforts. An appointment with an Investment Executive can identify any opportunities that may be applicable as well as to develop or review your Written Financial Plan to come up with a strategy that will enable you to reach your retirement goals. To learn more about Planning for Retirement, click here.Are you already retired?NoYesCongratulations on reaching the “Executing Your Retirement Plan” Stage. You made it! Have you reviewed your retirement plan with an advisor recently to make sure that you are on track for your goals? Have you had any new or unexpected expenses? Be sure to meet with an Investment Executive annually to stay on track and plan for your retirement. To learn more about Executing Your Retirement Plan, click here.Do you plan to retire within the next 2-5 years?YesNoCongratulations you're progressing to the “Executing Your Retirement Plan Stage”. Be sure to meet with an Investment Executive annually to stay on track and plan for your retirement. To learn more about Executing Your Retirement Plan, click here.Would you like to make an appointment with an Investment Executive?YesNot at this timeName First Last Please indicate preferred method of contact:Phone (M-F 8:30am - 4:30pm)EmailPhoneEmail Enter Email Confirm Email Please indicate which branch location is most convenient for youFalmouth - 238 Worcester CourtNorth Falmouth - 660 N Falmouth HwyMarstons Mills - Stop & Shop PlazaSandwich - 275 Cotuit RoadWest Barnstable - 1121 Route 6AHyannis - 695 Attucks LaneYarmouth Port - 121 Route 6AYarmouth Port - King's WayEast Dennis - 1591 Route 6AEast Harwich - 1470 Route 39Thanks for taking our survey. We are here for you when you need us to answer any questions or help with your planning. Good luck on your financial journey.
