Retirement Planning

Preserver


What’s Your
Retirement Personality?

Based on your responses, you are most likely a Preserver

Family
Many Preservers want to maintain aspects of their careers in retirement. This includes continuing to work—whether part time or as a consultant—both to stay engaged and to accumulate wealth to pass along to family. Retirement is a time to reprioritize in ways that matter most to you, be it working as you wish or spending free moments with family and friends.

Not sure this is you?

Next Steps: