Do You Feel Retirement Ready?

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TAKE THE SUMMIT VIEW WEALTH MANAGEMENT QUIZ

1. I feel confident that I am working with the best possible resource to solve my problem

Yes

No

2. I feel like my current provider is the best available for the price

Yes

No

3. I understand exactly how to accomplish my objectives

Yes

No

4. I feel like I am on track

Yes

No

5. I feel I am educated to make the best decisions

Yes

No

6. I am working with someone I trust, who provides stellar service, and I know has my best interest in mind to accomplish my objectives

Yes

No

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