Are You Prepared For Retirement?

Answer these 10 simple questions to find out if you're on the right path for retirement.

Retirement Quiz

I know when I want to retire, and how much I need to save between now and retirement to achieve my retirement goals.

Yes

No

I know how much money I will have at retirement, and how it compares to my current income.

Yes

No

I have a retirement portfolio that has the correct combination of stocks, bonds, mutual funds and fixed investments.

Yes

No

I know how to draw income from my retirement accounts when the time comes.

Yes

No

I am confident that my retirement account will keep up with inflation.

Yes

No

My family is prepared financially in the event that I or my spouse passes unexpectedly.

Yes

No

I understand how to minimize my taxes by managing my tax bracket during withdrawals.

Yes

No

I have a plan to cover potential long term health care issues and an emergency fund.

Yes

No

I am aware of what my health care benefits will look like upon retirement, including the cost and what will happen with my plan and coverage.

Yes

No

I have a plan on how I will stay current on tax laws and economic changes, as well as investment opportunities that may arise.

Yes

No

Mostly “No”

You are not prepared for retirement. You are not alone! A recent study revealed that 1 in 3 Americans has no retirement plan. In fact, 56% have less than $10,000 saved for their retirement goals. The good news is that it’s never too late to start planning for retirement.

Fill out the form below to send us your quiz results and request your complimentary retirement consultation. We can work together to map out a plan that can help you achieve your unique idea of Financial Freedom.

50/50

You had an equal amount of “yes” and “no”. You're on the right path to achieve your vision for retirement, but there is room for improvement. There are many variables to consider when building your retirement plan including your age, risk tolerance, income, life expectancy, and when to retire.

Fill out the form below to send us your quiz results and request your complimentary consultation. Our experienced Senior Wealth Advisors can help you put together a comprehensive retirement plan and fill in the gaps.

Mostly “Yes”

Congratulations! You have planned, and are likely well-prepared for retirement. Keep up the good financial habits!

Do you have questions about your existing retirement plan? Want to make sure everything is running as smoothly as it should? Fill out the form below to send us your quiz results and request your complimentary retirement consultation. We can work together to ensure that your retirement plan is working up to its full potential.

Contact Information

First Name *

Last Name *

Email *

Phone *

To help us better understand your needs, send us your results and a certified financial advisor will reach out to discuss your retirement goals.

If you are human, leave this field blank.

Retirement planning can be intimidating. We can help you map out a plan that can help you achieve your unique vision for retirement.

Build A Retirement Plan To Fit Your Lifestyle

For Over 31 Years Our Financial Advisors Have Worked With Individuals And Families To Achieve Their Unique Financial Goals and Build Wealth

Why Choose a Fee-Only Financial Advisor?

Your Best Interest Always Comes First

As a Fiduciary we are required by law to always put your best interest first. Our objective advice and expertise will help you Plan, Achieve and Live® for the life you want.

No Commissions, No Hidden Fees, Full Transparency & Disclosure

Unlike traditional brokerage firms that charge commissions on the sale of investment products, we charge fees for our services, which are totally transparent to you. In addition, we are only paid by you. We do not accept fees from any third party. Therefore, you will be able to evaluate the value our services are adding to you for the fees you are paying for those services.

Tracking and Monitoring Your Progress

Our advisory team will keep you informed about how your assets are managed and performing. You will also know where you are on your plan to achieve your goals. For 31 years we have been helping people Plan, Achieve and Live® the lives they want. Experienced expert advice, close to home.

Secure Your Future By Planning Today

Fill out the form below to speak one-on-one with a certified financial advisor about your retirement needs.

Retirement Ads Landing Page

First Name *

Last Name *

Phone

Email Address *

How do you want us to contact you?

Email

Phone

How can we help you?

By submitting this form, you agree to receive e-mail communications from R.W. Rogé & Company, Inc. You can unsubscribe at any time. Your privacy is our top priority; we will never share your information with anyone.

If you are human, leave this field blank.

New York Office

R.W. Rogé & Company, Inc.
1 Corporate Drive
Suite 101
Bohemia, NY 11716
Phone: (631) 218-0077
Toll Free: 1(877) 218-0085
Fax: (631) 218-0147
Send us an email »

Massachusetts Office

R.W. Rogé & Company, Inc.
900 Cummings Center
Suite 321-T
Beverly, MA 01915
Phone: (631) 218-0077
Toll Free: 1(877) 218-0085
Fax: (631) 218-0147
Send us an email »