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Take This Survey on Your Retirement Goals and Needs


Survey: How Can We Serve Your Retirement Needs?

The journey to retirement may have a lot of twists and turns, but knowing what to expect can help you plan ahead. Likewise, allowing Carthage Savings & Loan to fully understand your needs and goals can guide the advice we provide and enable us to serve you to the best of our abilities.

To help us continue to improve our retirement planning services, please take a few minutes to complete this quick survey. Your answers will remain completely anonymous and assist us in maintaining the high level of customer service we provide to our members, as well as better understand the retirement goals of our community. If you have any additional feedback or would prefer to provide your answers to one of our representatives, call us today at 800-232-0450 or visit your local branch.

  1. Do you feel comfortable with your current retirement plan?
  1. Yes
  2. No
  3. I currently do not have a retirement plan
  1. At what age did you start planning for retirement?
  1. In your 20s
  2. In your 30s
  3. In your 40s
  4. In your 50s
  5. After turning 60
  6. I have yet to begin planning for retirement
  1. Do you know what you plan to do after retirement?
  1. Yes, I have a detailed plan
  2. I have an idea of my optimal retirement lifestyle but don't have things planned out
  3. I haven't considered what I'll do when I retire
  1. Do you know how much money you'll need annually for your retirement plan?
  1. Yes, I have used a retirement calculator to help me
  2. I have an idea of how much I might need
  3. I am not sure how much I'll need
  1. When was the last time you spoke with a financial professional regarding your retirement, savings, or investments?
  1. Within the past month
  2. 2-6 months ago
  3. 6 months to one year ago
  4. Over a year ago
  5. I have never spoken with a financial professional regarding these things
  1. Which type of investments would you be comfortable putting your money into?
  1. High-risk investments that may net the most money
  2. Medium-risk investments to steadily increase the value of my accounts
  3. Low-risk investments to help ensure my money is safe
  4. I do not wish to invest
  1. Have you looked into an individual retirement account (IRA) from Carthage Savings & Loan?
  1. Yes, I have a traditional IRA from Carthage Savings & Loan
  2. Yes, I have a Roth IRA from Carthage Savings & Loan
  3. I have not but am interested in learning more
  4. I am not interested in contributing to an IRA

Thank You for Completing Our Survey!

We appreciate that you took the time to complete this survey. Your feedback will enable our team to better understand our community’s needs and financial situations as members prepare for retirement. If you need assistance in forming a retirement plan, allow Carthage Savings & Loan to guide you through the process. We offer both traditional and Roth IRAs and will be happy to help you determine which is the best for you. For more information, contact us today.

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