Quick Financial Assessment

This QUICK analysis is a great alternative to our traditional and more comprehensive retirement planning process. You would complete a simple online fact finder survey that would enable us to provide you with a brief retirement assessment.  This analysis would indicate whether or not you are on track for retirement and if not, what adjustments you could make to better improve your outlook.

Click here to view a sample

If the outcome of this analysis prompts you to want to take a more detailed approach to retirement planning, we can talk about options for obtaining a more in-depth analysis when you are ready.


STEP 1: Complete the fact finder 

STEP 2: Once we have received your completed questionnaire we will contact you to schedule a Complimentary Consultation to review your analysis with you.  If you prefer to schedule a Complimentary Consultation please use this link to do so: Meet with Champion Financial TEAM