RETIREMENT READINESS QUIZ
Based on your responses, here’s where you stand:
Some next steps that might improve your retirement readiness:
Start by creating a detailed spending plan that includes calculating your expected income, expenses, and savings goals.
Reflect on what activities and interests bring you joy and fulfillment. Then, determine how this can translate into retirement.
Schedule a meeting with a financial advisor to assess and enhance both your financial and personal readiness for retirement.
we recommend Joining a refocus on retirement workshop™
Based on your results, we recommend that you join The Refocus on Retirement Workshop™, a transformative small group coaching experience. Through collaboration with Scott Miller, CPRC and the other participants, you will gain tools and skills to assess and develop your values, abilities, direction, social connections, and legacy.
Interested in learning more?
We’ll connect you with one of our advisors!
Our Investment minimum is $500,000.
We are always happy to provide a referral that best fits your situation.
By providing your contact information above, you agree that a representative of Hixon Zuercher may contact you via email or phone. You agree that you are providing to us your consent for us to contact you regardless of any privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time.
Let’s Chat. Connect with Hixon Zuercher today.
Give life to your values, and purpose to your financial plan with customized investment management, financial planning, estate planning, tax planning, retirement planning, and more. We even have an on-staff life coach who specializes in helping you craft a retirement filled with meaning and purpose.
