Retirement Quiz Jon Gates, CRPC®Financial Planner Investment Advisor Question Title * 1. What is your first & last name? Question Title * 2. What is your current age? Question Title * 3. At what age do you plan to retire? Question Title * 4. What is your total annual income? Question Title * 5. How much do you contribute towards your retirement per year? (Express in percentage or dollar amount) Question Title * 6. How much do you currently have saved for retirement? Question Title * 7. What is your desired annual income during retirement? Question Title * 8. What is your biggest financial concern? Not having enough saved for retirement Market Volatility Running out of money in retirement Taxes in retirement Not being diversified enough Lack of planning Other (please specify) Question Title * 9. If we were to meet, what topics would you be interested in discussing? Social Security Pension 401K Taxes Retirement Planning Market Volatility Investment Options Life, Disability or Long-Term Care Insurance Creating a Financial Plan Other (please specify) Question Title * 10. Please provide your email address so that I can send you a customized response. Done