Thank you for you taking the Retirement Comfort™ Predictor.
Our algorithm has analyzed your answers with our proprietary weighting system. Our system compares our universe of experienced retirement outcomes with how people score themselves on this assessment and puts you in a relative “zone” for comparison. Our overarching goal is to prevent people from making changes, when those changes are not necessary, and to let people know when they should consider other approaches.
Your Retirement Comfort Zone - Almost there???
Based on your responses, you fall into the "Almost There???" Approximately 78% of survey respondents fall into this category. The reason for the emphasis on the ??? is that the zone is typically a wide range from high to low and depending on what end of that spectrum you fall...can make all the difference.
Some people in your zone have done enough, while others have not. If in fact you feel under control, feel confident with your financial foresight, and predictability, your retirement strategy could be to simply stay put and do nothing different.
However, no celebrations yet because you are not in the green zone. Our research and experience show that people in the green zone both know and feel solid about their retirement plans and they rarely search the internet looking for new retirement information.
On the other hand, people that fall in to your zone tend to search for information for two reasons: They may not be as confident in the future as their survey answers indicate, or they know that despite doing well, they want to do better.
So, let’s perform a quick “spot check” to make sure your survey results are aligned with where you want to be in the Comfort Zone. So that you're always heading towards the green, and as far away from the red "better get started" zone!
Pick an option:
Option 1: Confident
This survey was the icing on the cake. It gives me 99% confidence in my retirement strategy. In fact, I am comfortable!
Suggestion: Keep on the path you are on. Go celebrate and schedule a chat with us only if you feel you are leaving money on the table or something changes
Option 2: Cautiously Optimistic
This survey indicates I am in the zone, but not at the top of it. Therefore, I am less than 99% confident in my retirement strategy and only cautiously optimistic in my comfort.
Suggestion: Like getting serious news from one doctor, you might be well served by a second opinion.
Schedule a call with us to gain a different perspective
Option 3: Doubt
The survey is right mathematically, but my situation is unique and there is more behind the survey numbers. I have some doubts about my retirement strategy.
Suggestion: You are not alone. In fact, over 80% of our clients start with a free consultation because their numbers show one thing, but their feelings say another.
Don’t wait! Schedule right now to explore why you feel the way you do!
Bottom line recommendation:
Our over-arching goal at Real Retirement Advice is for you to be 100% confident and feel 100% comfortable that your retirement strategy is optimized. Based on your scores the best next step recommendation is to Reach Out.
When you reach out, our team will answer specific questions or concerns you have now. You may even qualify to receive a free in depth analysis that gets much more specific on how your current plan compares to your own retirement comfort goals. Reach out now.