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Download Your 5-Minute
Retirement Readiness Guide
Answer a few simple questions to see if your retirement plan is on track.
Retirement Planning Checklist
Before calling for your free consultation, make sure you have gathered the following information.
1
Beneficiaries:
Identify your heirs, their relation and allocated asset percentages.
5
Banking Records:
Summarize checking, savings and money markets. List CD balances and maturities.
2
Insurance Policies:
Gather Life, Annuity and Long-Term Care Contracts with current statements.
3
Tax Documentation:
Provide a full copy of your most recent Federal tax return.
4
Brokerage Accounts:
Collect latest statements from all investment custodians and online brokers.
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1-888-758-6664
6
Estate Legalities:
Submit valid copies of your current will or established trust documents.
7
Income Streams:
Document all monthly revenue including Social Security and pension benefits.
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