WHAT TYPE OF FINANCIAL PLANNER ARE YOU? TAKE OUR QUIZ TO FIND OUT

No retirement plan fits everyone. Each of us has a different dream for retirement, level of risk with our savings and investments, amount of expenses we’ll need to cover throughout retirement and understanding of our protected income versus expected income in retirement. But one thing is common: We all want to live a full life in retirement, filled with happiness and possibilities.

Despite our many differences, the Alliance found that Americans planning for retirement fall into five personalities: Optimistic Dreamer, Cautious Preparer, Hopeful Striver, Purposeful Planner and Ambitious Risk-Taker.

Which one are you? Take the short quiz below to find out.

By taking the quiz:

  • You’ll understand your financial planning personality and tendencies.
  • Have clear direction for improving your financial planning.
  • Be able to work with your financial professional to design a retirement income plan specific to your needs.

After taking the quiz, print out the results and, armed with this knowledge, talk to your financial professional about how to secure your essential expenses so that you can live your best life in retirement.

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