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 - You Got This!

Based on your responses, you fall into the “Comfort Zone”!  Approximately only 12% of survey respondents fall into this category.  This can indicate that you may have everything under control.


If in fact you may feel under control and confident with your financial foresight, and predictability. Your retirement strategy could be to simply be to stay put and do nothing different.

Congratulations, you should feel proud of where you are.  Not many people attain the Comfort Zone

 

However, no celebrations yet:  Our research and experience show that people who feel this good about their retirement plans rarely search the internet looking for new retirement information.

The two reasons that we find people in your zone search are:  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.

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.

 

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.

Darryl Rosen MBA, RICP

Darryl Rosen is the founder of Rose Advisory Group, and operates www.RealRetirementAdvice.com as a way to help others create their ideal retirement. He is obsessed with helping people create safety, simplicity and strength in their financial future. Darryl’s clients enjoy his straight-forward, plain-spoken guidance, strategies to minimize taxes and ability to generate investment returns, while minimizing risk so his clients can sleep at night! Darryl is licensed to provide guidance on securities and insurance solutions and has achieved the highly desired Retirement Income Certified Professional (RICP) designation.

Darryl is the creator of the well-known SECURiMENT™ Retirement Planning Method. A simple to understand and implement planning method that demystifies retirement planning so that people can take action. Visit Rose Advisory Group to learn more! 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and (Rose Advisory Group) are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.