Ruggie WealthCare Retirement Scorecard

Begin Your Scorecard.

Wherever your scores lie, you have the power to make great strides toward the retirement you really want.

Completing this scorecard will give you an indication of the areas of your financial life where more attention will provide more confidence. To get started, just give us your name, phone and email and press Begin Your Scorecard. Want to know more about the 10 key components of financial health we're helping you score? Click here for our introductory videos.

Once You’ve Submitted Your Ruggie WealthCare™ Scorecard...

...You’ll be eligible for a free assessment of your scorecard and consultation with a Ruggie WealthCare™ Advisor in one of our offices. Your Advisor will help you understand where you are in the process of preparing for retirement, the steps you can take on your path to greater financial health, and how to score the best possible financial situation for your retirement years.

Mindset 1: Integrated Wealth Management

The key here is for you to have a trusted advisor who can assist in all areas of your overall wealth management plan as you head into retirement and beyond. You should think of a trusted advisor as your personal CFO who stands beside you for every important financial decision.

From the four statements above, please select the number between 1 and 10 which best describes where you feel you are currently, and where you would ideally like to be.

Mindset Number Two: Investment Strategy & Choice

The main goal here is for you to have a trusted advisor who offers both strategy and choice. By ‘strategy’, we mean a well-thought-out investment plan. By ‘choice’ we mean an investment professional who is independent and fee-based with no conflict of interest.

From the four statements above, please select the number between 1 and 10 which best describes where you feel you are currently, and where you would ideally like to be.

Mindset Number Three: Income Security

If you are retired or soon to be retired, the best peace of mind you can have is confidence your plan and investments will allow you to maintain the lifestyle you’re currently accustomed to without having the concern you’ll run out of resources.

From the four statements above, please select the number between 1 and 10 which best describes where you feel you are currently, and where you would ideally like to be.

Mindset Number Four: Consolidated Wealth Reporting

A robust reporting system, including a document warehouse for digitally storing legal documents, tax returns, insurance policies, and other pertinent information, is a game changer and means access to your financial information – and your spouse’s -- is just a click away.

From the four statements above, please select the number between 1 and 10 which best describes where you feel you are currently, and where you would ideally like to be.

Mindset Number Nine: Family Continuity

This focuses on the continuity of family wealth, and considers two questions: “Are both spouses completely aware of how their wealth management plan is structured?” and “Are other family members aware?” This process creates an easier transition after the death of the first, and later, second spouse.

From the four statements above, please select the number between 1 and 10 which best describes where you feel you are currently, and where you would ideally like to be.

Mindset Number Ten: Simplicity and Peace of Mind

This mindset sounds simple, but the truth is simplicity and peace of mind are not very common among people with whom we’ve had initial discussions. A simple, well-understood plan covering all facets of your financial well-being, can ensure you’re in the best position possible to enjoy your retirement.

From the four statements above, please select the number between 1 and 10 which best describes where you feel you are currently, and where you would ideally like to be.