Financial and Retirement Plan Questionnaire
CONFIDENTIAL
What year would you like to retire? _____
How old will you be? ______
How many years away are you? ___ How much do you currently set aside to retirement plans, per month _____?
How much does an employer match or put away for you every month_____?
How much do you currently earn? _______
Is it enough to retire on? ______
What amount of today's income earned do you need to continue as you move into retirement $___________ amount per year
$_____ amount per month
For how many years in retirement would you expect to need this income? ______________
Have you ever had anyone calculate to your needs ? ________
How much Social Security will you receive at retirement ? ____________
Will you be interested in a calculation that will tell you how much you need to reach our objectives using the total balances that you have on hand? _______yes _____no
Other than the accounts that we manage for you, please do fill us in on the amounts of your other assets.
$_________401k plans _________ IRAs $________Real Estate _____Stocks Annuities______ Inheritances ______ _____Passive Income ______ Insurance CV ________Emergency_______Other _______
Thank You, answers are held in highest confidentiality.
[email protected] or 215 491 2803 for a call first 215 491-4346 .
____________________ Name ____________________________Address ______________phone ____________ Email _______