We encourage you to take this brief financial quiz to see how
thoroughly you've thought through your long-term financial plan.
Once you've answered the questions, click the button below to see your score.

Self-Analysis Quiz:

1. Do you know how much money you’ll need to maintain your present lifestyle in retirement?   Yes     No     Don't Know
2. Have you or are you saving enough money for a successful retirement?   Yes     No     Don't Know
3. If you require long-term care or have medical needs in retirement do you know how long your money will last?   Yes     No     Don't Know
4. Are your taxes as low as they can be?   Yes     No     Don't Know
5. Should you convert your IRA to a Roth IRA?   Yes     No     Don't Know
6. If you are risk adverse should you avoid investments that are not guaranteed like stocks or mutual funds?   Yes     No     Don't Know
7. Are you receiving the highest possible returns with the least amount of risk?   Yes     No     Don't Know
8. Do you know how much you can safely withdraw from your retirement account while avoiding running out of money?   Yes     No     Don't Know
9. Do you have a written financial plan?   Yes     No     Don't Know
10. Do you know how to hire an advisor who will put your best interest ahead of theirs?   Yes     No     Don't Know

You got a perfect score! You have a good understanding of your financial needs. We still recommend seeking financial help to validate that you are on track for a successful retirement. Call us today at (303) 452-5986 or (800) 578-9896 to schedule a complimentary consultation.
You scored 90 out of 100 points. You have a good understanding of your financial needs. We still recommend seeking financial help to validate that you are on track for a successful retirement. Call us today at (303) 452-5986 or (800) 578-9896 to schedule a complimentary consultation.
You scored 80 out of 100 points. You have a good understanding of your financial needs. We still recommend seeking financial help to validate that you are on track for a successful retirement. Call us today at (303) 452-5986 or (800) 578-9896 to schedule a complimentary consultation.
You scored 70 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
You scored 60 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
You scored 50 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
You scored 40 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
You scored 30 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
You scored 20 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
You scored 10 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
You scored 0 out of 100 points. We highly recommend that you seek financial help to get a better handle on your financial plan. Townsend Retirement Specialists offers a complimentary initial consultation. Call us today at (303) 452-5986 to schedule an appointment.
  
 
      2761 W. 120th Avenue, Suite 200  -  Westminster, CO 80234
Telephone: (303) 452-5986  -  Toll Free: (800) 578-9896  -  Facsimile: (303) 452-5989
www.townsendretirement.com
 Advisory services are offered through Townsend & Associates Inc., dba Townsend Retirement Specialists.
Financial Advisors of Townsend Retirement Specialists are Registered Representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC.
Townsend Retirement Specialists and Securities America, Inc. are not affiliated.

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