Your Financial Check-up

To help get your “bearings” and clearly understand your concerns and priorities around your retirement, please complete our five part financial check-up questionaire.

The first step to understanding your individual retirement situation is to understand “What Is Important To You”. Therefore, this survey is an effort to help you to think about and assess your own level of retirement concerns.

The statements below will help you to think about and assess how concerned you are with many aspects of your financial life in retirement. Select and record your level of concern for each.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capitol Retirement Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AL, CA, CO, DC, DE, FL, GA, IA, MD, MA, MI, NC, NJ, NY, PA, RI, SC, SD, TN, TX, UT, VA, & WV. No offers may be made or accepted from any resident outside the specific states referenced. Fixed insurance offered through Capitol Retirement Strategies.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Capitol Retirement Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Capitol Retirement Strategies

Your Financial Check-up

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