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Check the background of this financial professional on FINRA's BrokerCheck. CRS Form (Client Relationship Summary)
Retirement Worksheet
Please fill out the form below to the full extent of your abilities. The more information we obtain from you, the more we will be able to help going forward!
Full Name
Preferred Contact Method
Desired Retirement Age
Years Until Retirement
Life Expectancy
Social Security Income at Retirement
Expected Rate of Inflation
Desired percentage of pre-retirement income (replacement income)
Desired dollar amount of monthly retirement income
Do you have specific plans to assure this desired retirement income?
Do you want to rely on Social Security?
Do you expect your taxes to be higher now or in retirement?
Do you have a good mix of qualified, non-qualified, and tax-free retirement funds?
Please describe your ideal retirement:
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