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Retirement Quiz

Retirement Quizsfg-admin2022-11-28T12:23:02-05:00

Semmax Retirement Quiz

Don’t leave your retirement to chance; take the Semmax Retirement Quiz to determine if you are ready for retirement and better understand what stage you’re in on the road to retirement.

"*" indicates required fields

Step 1 of 19

5%

When would you like to retire?*

1-4 years

5-9 years

10-19 years

20-29 years

30+ years

Already Retired

How confident are you in your long term financial plan?*

Very confident

Somewhat confident

Not confident

I don't have a plan

What activity is most important to you in retirement?*

Traveling

Spending time with family and friends

Pursuing hobbies

Philanthropy

Working part-time

Other

Which word most accurately describes your vision of retirement?*

Enjoyment

Freedom

Leisure

Other

Where do you expect the majority of your retirement income to come from?*

Savings and investments

Employer (Pensions)

Government

Other

How comfortable are you with investing?*

Very comfortable

Somewhat comfortable

Not comfortable at all

How quickly would you like to improve your long-term financial strategy?*

As soon as possible

Within the next 3 months

Within the next year

No specific timeframe / I don't want to make any changes

Are you married?*

Yes

No

Are you saving jointly or separately?*

Separately

Jointly

Not applicable

Which is the most important for your financial advisor to have?*

Tax expertise

Investment management expertise

Estate planning expertise

None of the above

Do you currently have an advisor?*

No

Yes

Where do you live?*

Do you need your financial advisor to be in your immediate area?*

No, I am comfortable working by phone or Zoom

Yes

Please estimate your household income.*

Less than $74,999

$75,000 - $99,999

$100,000 - $149,999

$150,000 - $249,999

Over $250,000

Please estimate your total investable assets.*

Less than $99,999

$100,000 - $249,999

$250,000 - $999,999

$1,000,000 - 4,999,999

Over $5,000,000

How did you hear about us?*

Social media

Internet search

Online advertisement

TV

Physical mail

Referral

Other

Is there anything else you'd like your advisor to know? (optional)

Almost done! What's your name?*

First Last

Email address

Phone number*

Name

This field is for validation purposes and should be left unchanged.

* Note: All questions are required unless otherwise stated.

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SEMMAX FINANCIAL GROUP, INC.

Toll Free: 877-856-0080

Local: 336-856-0080

Email: communications@semmax.com

CORPORATE OFFICE

1447 Trade Mart Blvd.
Winston-Salem, NC 27127
Click here to get directions

BRANCH LOCATION

By Appointment Only:
2300 W. Meadowview Road,
Suite 101, Wrightsville Bldg.
Greensboro, NC 27407
Click here to get directions

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AFFILIATIONS

Semmax Financial Group, Inc. BBB Business Review

Advisory services offered through Semmax Financial Advisors, Inc. a Registered Investment Advisory firm. Insurance products and services offered through Semmax, Inc. Tax services offered through Semmax Tax, Inc. Insurance product guarantees are subject to the financial strength and claims‐paying ability of the issuing company, and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.
We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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IMPORTANT: It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. Please contact us directly at (336) 856-0080 for such requests.