Are you nearing retirement but have concerns because of everything that has happened this year?
This year, we’ve been faced with unprecedented changes to the world around us: COVID-19, economic recession, and more.
At Guiding Wealth, it’s our job to help individuals, couples, and families navigate the transitions in life to find a financial plan that works for them.
But we know that this year has presented some truly unexpected challenges. Personally, professionally, and financially.
That’s why we are asking those who are nearing retirement (3 to 5 years from their retirement dates) to answer a few questions. This survey only takes about 3 minutes to complete, and we’ll donate $5 to the North Texas Food Bank for your time!
Why answer our 3- minute retirement survey?
The Guiding Wealth Retirement Survey is going to help us understand the challenges that face soon-to-be-retirees so we can create resources (both free and paid) that help us help you.
We understand that, right now, you have questions — and nobody seems to have those answers. To help us answer those questions, we need to know what those questions are.
As a Dallas-area firm, we also know that our community has been heavily affected by the pandemic, and we want to find a great way to give back.
So, for every qualified* submission, we will donate $5 to the North Texas Food Bank.
This food bank provides millions of meals for families, children, and the elderly in our community, and also distributes millions of pounds of fresh produce each year.
With the pandemic affecting livelihoods and access to healthy food, the North Texas Food Bank needs our help more than ever. Guiding Wealth is honored to be a supporter!
How to submit a qualified* survey response
To submit your survey response, all you need to do is answer approximately 10 survey questions. These questions will center on how COVID-19 has impacted your personal finances, expectations for retirement, employment, and more. You will not be asked to provide specifics about your work or your income, these are simply questions about how you feel/what concerns you have.
To be qualified for a donation, you must:
- Be within 5 years of your expected retirement date
- Answer each question with a relevant response
- Submit the survey properly – it only takes 3 minutes!
You do not have to be a Texas resident to submit responses for this survey! Any soon-to-be retirees are welcome.
You will receive an email confirming your response was submitted, and we will follow-up once your response has been qualified. You will have a chance to edit responses if needed. We will also let you know when we donate the total amount of funds for survey respondents!