Are You Prepared for Retirement?

Are You Prepared for Retirement?

Take our assessment to find out!
We exist to help you become financially & spiritually free so you can live your purpose & leave a legacy. We help you build wealth by owning real estate, paying debt off asap, creating guaranteed income for life that may be tax free, minimizing your tax burden, leaving more to your heirs & to charity by following Biblical principles leading to less stress and more peace of mind. Ready to get started?
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First NameLast Name
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Type a label What is your purpose? fields and text.
Retirement Questions:
When would you like to stop working & live the life you’ve dreamed of & worked for?him ____________
Retirement Questions: When would you like to stop working & live the life you’ve dreamed of & worked for?her____________
What does retirement look like for you? What do you like to do for fun? (clubs, associations, service groups, hobbies, etc.) __________________________________ Where to live?________________________
Do you feel like you are able to retire comfortably and not run out of money in retirement?
What keeps you up at night?
Are your parents still living?
Family Questions:
No If not, how old were they when they passed? Him ____ Her _____
How many children/grandchildren & age ranges do you have? Children __ GC___ Ages__________ Involved?
Do you intend to leave a large inheritance to your children?
To Charity
Finance Questions
With the historic appreciation we have seen in the last few years, have you recently looked into how much replacement coverage you have on your homeowners insurance policy?
Who is your current homeowners insurance agent? _________
Has he/she reached out to you to ensure you have adequate replacement coverage?
Are you satisfied with your homeowners insurance agent?
Are you open to speaking with an insurance broker or getting a quote to see if they can save you money for the same coverage?
If yes, please email me most current Home & Auto dec pages.
Are you concerned about the devaluation of the US Dollar?
If yes, what strategies have you implemented? __________
Are you interested in owning gold & silver coins that are real currency?
If you could pay less in taxes each year, are you interested to learn more?
65+, homeowner; lived there 10 years+, are you taking advantage of Sr Prop Tax Exempt?
Real Estate/Mortgage Questions
Are you looking to buy any real estate this year?
Mid credit scores?_____ Him ______Her
If so, where are you looking? ___________
What type of property? ____________
Is this going to be a new primary home, 2nd home or investment property? ___________________
What is your timeframe? _____________
Source/how much of down payment? $__________________
Will you be paying cash or are you looking to finance that home? _______________________
Home Value $_______ Mortgage balance? $_________ # years left ____ Interest Rate ____ PITI $ _____
If you could gain access to your home equity (or if 62 yrs+ have it grow by compound interest), would you want to learn more?
No Concerns/Fears about Reverse Mortgages?
If there were a way you could be completely debt free in 1/3 to 1/2 the time, without any change in spending or lifestyle, paying the least amount of interest, would you want to learn more?
If yes, what are your current debts? $________
How would that change your life? __________
Do you have any health issues/medications? ____________
If you had an unexpected large expense, or medical emergency, how would you pay for that? ________
If one of your incomes went away, what would you do? ___________
Insurance Questions
Do you have a source of tax-free income? (i.e., HSA, Roth, Permanent Life Insurance?)
Do you have a 401k?
Roth?
SEP?
No Other?
Where is that money invested? _________________
How much of your retirement can you afford to lose in the stock market? ________________
What life insurance do you own, if any? ____________________
Do you have an insurance policy you can no longer afford & may want to sell & cash out
If you got sick or disabled, do you have insurance that would replace your income?
Do you own extended care or long term care insurance?
If 65+, are you interested in finding the best Medicare coverage at the best price?
Other than Social Security, do you have a source of guaranteed income? (i.e. pension, annuity)
When do you plan to start taking SS? _________ Him _________ Her
Are you interested in finding out the optimum time to start taking SS?
How much will you get from Social Security at FRA? $______ Him $ _____ Her
Is lifetime guaranteed income without the risk of market losses of interest to you?
End of Life Questions
Have you made end of life arrangements?
If no, do you want your children to have to do this during a stressful time & overpay?
What will your legacy be? _______________________
Are you confident where you will spend eternity?
How do you know? _____________
Have you put in writing your desires if you become mentally or physically incapacitated?
Do you have an updated will, medical and financial power of attorney?
Have you taken steps to avoid probate which can last 6-12 months & pay federal estate tax from 18-40%?
We would love to help those you love to receive the services we provide. Who do you know that could benefit from some of my services? i.e. death; disability/illness; divorce, downsizing; job loss, retirement; etc.
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Are You Prepared for Retirement?

Retirement Questions:

Family Questions:

Finance Questions

Real Estate/Mortgage Questions

Insurance Questions

End of Life Questions