VisionScape Assessment

Are you in retirement?
YesNo

Are you near retirement?
YesNo

Do you own your own business? Are you a business owner?
YesNo

Do you have at least $250,000 in investable assets?
YesNo

Do you have a clear picture of how your investments work with your retirement dreams?
YesNo

What do you like to do in your free time?

Please share your level of concern for the following questions by indicating Major Concern, Minor Concern, Not a Concern or I’m Unsure

Securing Guaranteed Lifetime Income.
Major ConcernMinor ConcernNot a ConcernI’m Unsure

Running out of money in retirement.
Major ConcernMinor ConcernNot a ConcernI’m Unsure

Easy access to liquid assets to cover unforeseen expenses.
Major ConcernMinor ConcernNot a ConcernI’m Unsure

Loss of purchasing power over time due to inflation.
Major ConcernMinor ConcernNot a ConcernI’m Unsure

How taxes could potentially decrease income in retirement.
Major ConcernMinor ConcernNot a ConcernI’m Unsure

Potential financial Impact of the loss of a spouse.
Major ConcernMinor ConcernNot a ConcernI’m Unsure

Investment asset decline at the time of or during retirement.
Major ConcernMinor ConcernNot a ConcernI’m Unsure

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