RETIREMENT READINESS
Are you ready to make the most out of your retirement years? How solid is your career exit plan? Have you considered all the financial ingredients that go into a successful retirement? Take our pre-retirement quiz and test your confidence level.
MAKE A PLAN
RETIREMENT AGE
HAVING ENOUGH
SAVING
INVESTING
HEALTH COVERAGE
I will retire someday.
I have a plan for retirement.
I know how I’ll spend my retirement.
CONFIDENCE METER
I know when I’ll retire.
CONFIDENCE METER
I know my retirement budget.
I worry I’ll outlive my money.
I plan to leave money behind.
CONFIDENCE METER
I contribute to a retirement plan.
I maximize my employer’s match.
CONFIDENCE METER
I understand my investment options.
I feel good about my investments.
CONFIDENCE METER
I’ll have medical coverage when I retire.
CONFIDENCE METER
YOU HAVE CONCERNS. WE CAN HELP.
Prepare for peace of mind when you work with FTB Advisors. We can help you craft a retirement plan that bridges the gap between where you are today and where you want to be tomorrow. Let’s get started.
We could do better.
YOU HAVE QUESTIONS. WE HAVE ANSWERS.
It sounds like you’re not as confident as you could be. That’s okay! Retirement planning is about finding answers. At FTB Advisors, we’re committed to helping you build the financial future you deserve and we can help you make informed, disciplined retirement investment decisions based on your lifestyle and long-term goals. Let’s get started.
Room for improvement.
YOU HAVE CLEAR GOALS AND A SOLID PLAN
It sounds like you’re feeling confident about your retirement plan; however, it’s always a good idea to get a second opinion. Let’s work together to make sure your plan keeps risks at bay and returns in line with your long-term retirement objectives.
Go you!
READINESS REPORT
YEARS
OLD
ANNUAL
INCOME
EXPECTED
RETIREMENT