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Take Our Interactive Retirement Quiz! Thumbnail

Take Our Interactive Retirement Quiz!


By Eric Chetwood, CFP®

How do you feel about your retirement readiness? It’s a loaded question, I know, but one that can make or break your financial future. Being ready to retire is about more than having a large sum of money in savings and turning 65. It’s about understanding your risk level, having a realistic budget, and knowing what goals you are aiming for, all so you can retire with confidence. 

We at Adams Chetwood Wealth Management have created a retirement preparation quiz to walk you through some basic questions that will help you gauge where you are and what you need to do to get from point A to point B. We invite you to take the quiz now and get one step closer to being prepared for a fulfilling retirement!

And if you need help getting a plan in place, we are here to help! Schedule a complimentary introductory meeting online or reach out to us at michelle.disney@adamschetwood.com or (919) 287-5660.

About Eric

Eric Chetwood is managing partner and CERTIFIED FINANCIAL PLANNER® (CFP®) at Adams Chetwood Wealth Management Group, a faith-based Registered Investment Advisory (RIA) firm located in Durham, North Carolina. Eric graduated from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill in 2003 with a bachelor’s degree in business administration and has been on the Adams Chetwood team for over 15 years. Eric spends his days helping clients with comprehensive financial planning and portfolio construction and helping them navigate the opportunities and challenges of each stage of life. Away from the office, Eric enjoys effecting change in the local community. He was chosen to participate in the 2007 Leadership Durham program and the 2009 Leadership Triangle program. Currently, Eric serves as a directional Elder at the Summit Church. He also serves on the board of directors for the NC Study Center at UNC-CH and previously served on the board of Samaritan Health Center, an organization that provides medical care to uninsured and low-income families in Durham. He and his wife, Allison, have two sons, and are passionate about adoption advocacy as well as leveraging their gifts and resources to alleviate physical and spiritual poverty through microfinance and social businesses. To learn more about Eric, connect with him on LinkedIn.