What's Your Retirement Personality?
When it comes to my daily routine, I like:
In retirement, I’m most looking forward to spending time with:
I like to travel:
My exercise style is:
I use my mobile phone for:
Friends would say I:
I plan to work in retirement:
When I’m at a party or social gathering:
My financial plan for the early years of retirement is:
I check my financial accounts:
Retirement Personality Quiz
Your Retirement Personality Type: The Analyst
You like structure and routine, and it may take you a while to come around to new ideas and ways of doing things. You pay attention to details, no matter how small. In retirement, you may be more likely to choose hobbies and activities that keep you close to home. Your loved ones know they can always depend on you when it counts. You’ve got a plan for retirement and you’re likely to stick with that plan. We can help you design the perfect retirement for your personality type! Call us at 888.553.0122 or send us an email to schedule your free introductory consultation.
Your Retirement Personality Type: The Socialite
You’re able to easily shift between alone time and social time, and you probably have an extended circle of family and friends. You like some structure in your daily routine, as long as it allows time to do the things you really want to do. You like seeing new places, but you’re always happy to come back home. In retirement, you want to strike a balance between enjoying the now and preparing for the future. We can help you design the perfect retirement for your personality type! Call us at 888.553.0122 or send us an email to schedule your free introductory consultation.
Your Retirement Personality Type: The Go-Getter
You’re always up for the next big adventure, ready to explore the world around you and all it has to offer. You enjoy meeting people from all backgrounds and walks of life, and you’re always open to tackling new challenges. Your ideal day in retirement is one that’s different from all the other days. When it comes to financial planning, you may have a “cross that bridge when I come to it” approach. We can help you design the perfect retirement for your personality! Call us at 888.553.0122 or send us an email to schedule your free introductory consultation.