VisionScape Assessment

    Are you in retirement?

    Are you near retirement?

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

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

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

    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.

    Running out of money in retirement.

    Easy access to liquid assets to cover unforeseen expenses.

    Loss of purchasing power over time due to inflation.

    How taxes could potentially decrease income in retirement.

    Potential financial Impact of the loss of a spouse.

    Investment asset decline at the time of or during retirement.