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FAQ’s Why Request a Retirement Review

Client Data Gathering & Goals

Mobile-friendly intake. No downloads needed.

Contact Information

Combined Household Retirement Income Need ($/month) Desired Retirement Lifestyle (brief description)

Household & Timing

Goals & Priorities (Rate the importance)

1 = Least important · 5 = Most important

1

2

3

4

5

I want to make sure that I have enough retirement income and that it lasts throughout my lifetime.

I would like to ensure that my assets are protected from losses.

I would like to protect myself and my family from catastrophic long-term care costs.

I would like to save more money for retirement than the IRS currently allows under today’s IRA rules and limitations.

I would like to grow my retirement savings so that I have access to it without IRS age 59½ restrictions.

I would like to pass my retirement assets on to the next generation in an orderly, tax-efficient manner.

I would like a retirement program that reduces tax liability.

Income Sources

Assets

List account name, description, and balance. Choose ownership and type.

Liabilities

Insurance

Estate Planning

Additional Notes

I consent to be contacted for planning purposes.

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