How close are you to retirement?
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Pension Plan
Investment Plan
I'm not sure
Do you know how much income your retirement savings will provide each month?
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Less than 5 years
5–9 years
10–19 years
20+ years
Which of these best describes your retirement savings strategy?
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Yes! I'm currently in DROP!
Yes, I'm eligible and have a plan for it
I've heard of it but don't fully understand it
I've never heard of DROP
How confident are you that your retirement savings will last your entire lifetime?
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Yes! I contribute regularly and have a plan
Yes, but I contribute inconsistently
I have some savings but no real strategy
No, FRS is my only retirement source
Do you have a plan for healthcare and long-term care costs in retirement?
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Yes, I know my estimated monthly benefit
I have a rough idea but haven't confirmed it
No, I have no idea what to expect
If the stock market dropped 30% the year you retire, what would happen?
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Less than 2 years
2–5 years
5–10 years
More than 10 years
Do you currently work with a financial professional who specializes in retirement planning?
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Yes! Both are up to date and planned for
I've reviewed one but not both
No, I haven't looked at either
First Name
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Last Name
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Phone
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Email
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