• New Case Request

    New Case Request

  • Financial Advisor Information

  • Client Information

  • Client 1

  • Date of Birth*
     - -
  • Gender
  • Would you like to add another client?*

  • Client 2

  • Date of Birth*
     - -
  • Gender

  • Beneficiary Information

  • Client 1 Income Information

  • Wages

  • Are you currently working?*

  • Social Security

  • Are you currently collecting Social Security?*

  • Pension

  • Do you have a pension?*
  • Are you currently collecting pension benefits?*

  • Other Incomes

  • Client 2 Income Information

  • Wages

  • Are you currently working?*

  • Social Security

  • Are you currently collecting Social Security?*

  • Pension

  • Do you have a pension?*
  • Are you currently collecting pension benefits?*

  • Other Incomes

  • Portfolio Information

  • Retirement Goals and Planning Priorities

    Pick up to three financial planning priorities from the list below.
  • Planning Priorities*

  • Having Enough for Retirement

  • We strive to make sure all plans have enough income for retirement needs, but please tell us about anything else we should know about your goals.

  • Managing Taxes

  • Would you like us to analyze the potential benefits of a Roth IRA conversion?*
  • Do you have any accounts with low cost basis holdings?*
  • What would you like to do with these low cost basis holdings?*

  • Charitable Giving

  • Charitable giving goal type*
  • Do you have other itemized Schedule A deductions?*
  • Rows

  • Building Savings

  • Rows
  • Do you have a company-sponsored retirement plan with employer matching?

  • Selling a Property

  • Paying off Debt

  • How do you want to pay off your debt?*

  • Paying for Healthcare Expenses

  • Paying for Education Expenses

  • How would you like to budget for education expenses?*

  • Travelling/Vacations

  • How frequently will you travel/vacation?*

  • Paying for a Major Life Event

  • Buying a Vehicle

  • How often would you like to buy a new vehicle?*
  • Will you sell your old vehicle?*

  • Purchasing a Property

  • Retiring Early

  • Who plans to retire early?

  • Leaving an Inheritance

  • Will you provide gifts to heirs while living?*
  • Would you like to use life insurance for estate planning?*

  • Affording Long-Term Care

  • Are you interested in using life insurance with a long-term care rider?*
  • Are you interested in using annuities in a long-term care plan?*

  • Survivorship of a Spouse

  • Would you like to use life insurance for survivorship planning?*

  • Planning Preferences

  • Use life insurance
  • Use annuities

  • Confirmation

  • Should be Empty: