What does peace of mind mean to you?

Debra Brede

So, you’re considering retirement. If you have come here from my book, You’re Retired—Now What? you already know that understanding what peace of mind means to you is my first priority. I figured that out not with the sort of generic risk-tolerance questionnaires typically used by the financial services industry, but by taking the time to understand what matters most to you.

The problem with those other retirement questionnaires is that they don’t account for emotion—and emotions drive everything we do. I, therefore, must understand what drives you – what you fear, what excites you, and how you want to live in retirement – or I simply can’t know if we’re a good fit for each other.

Your thoughtful replies to the following questions will help us both figure that out. Your completed questionnaire is held in the strictest confidence, and its submission is secure.

  • FT recognized Debra Brede as a FT 400 Financial Advisors 2020 in April 2020 for the previous year. Previous years' awards were recognized around the same time each year for the prior year. As a result of being recognized on this list, Ms. Brede was invited to be a member of the Financial Advisor IQ Leadership Council in 2022 and 2023.
  • Forbes recognized Debra Brede as a Top 250 Wealth Advisors in April 2023 for the twelve months ending 6/3/2022.
  • Forbes recognized Debra Brede Top Women Wealth Advisors in February 2023 for the year ending 9/30/2022.
  • Forbes recognized Debra Brede for Best-in-State in April 2023 for the twelve months ending 6/30/2022.
  • Barron’s recognized Debra Brede as a Hall of Fame Advisor in 2019 after being ranked for 10 or more years on any of the Top 100 Financial Advisors, Barron’s Top Women Financial Advisors, or Top 100 Independent Advisors.
  • Barron’s recognized Debra Brede as a Top 100 Women Financial Advisors in June 2023 for the twelve months ending 3/31/2023.
  • Barron’s recognized Debra Brede as a Top 1,200 Financial Advisor in March 2022 for the twelve months ending 9/30/2021.

*Compensation paid to Forbes and Barron’s for use and promotion of ratings.

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