Retirement Checklist Challenge

I know the exact dollar amount of my money that goes out the door every year.*

Yes
No

I know the best Social Security claiming strategy for me and my spouse.*

Yes
No

If I have a Pension I know the right Pension payout options to choose for me and my spouse.*

Yes
No

I know exactly how much income I’m going to need to generate from my savings and investments to support my lifestyle in retirement.*

Yes
No

I know my portfolio’s exposure to risk and am comfortable with how much my portfolio will be down if we see another financial crisis type situation.*

Yes
No

I know exactly how much income my portfolio will generate every year.*

Yes
No

I have a plan designed to help eliminate the financial risk of an extended nursing home stay.*

Yes
No

I know how to maximize the tax efficiency of my savings and investments during retirement.*

Yes
No

I have a strategy to minimize my tax burden for myself and my family.*

Yes
No

I have a strategy to help protect the wealth we have built for myself and my family from potential predators and creditors.*

Yes
No

If there are changes in politics and policies, I’m confident my retirement will be okay.*

Yes
No

My financial advisor coordinates with my CPA and attorney to optimize my tax efficiency and my estate.*

Yes
No

How much do you currently have saved for retirement?*

Would you like to:

Sign up for a retirement course
Have a 15-minute phone call with an advisor
Have a complimentary consultation

Name*

First Last

Email*

Phone

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

This field is hidden when viewing the form

UTM Source

This field is hidden when viewing the form

UTM Medium

This field is hidden when viewing the form

UTM Campaign