Note: The information requested below will greatly enhance our ability to spend our time together discussing strategies instead of collecting data on accounts, etc. Since this meeting is meant to be "big picture" and give us a general idea of your current financial position and goals, numbers do not need to be exact. Approximated information is perfectly fine for this call. If we each determine that a Retirement Roadmap Plan is appropriate, we will dive in much deeper. Once you submit this information, it will be accessible to Carroll Advisory Group team members.
Note:
The information requested below will greatly enhance our ability to spend our time together discussing strategies instead of collecting data on accounts, etc.
Since this meeting is meant to be "big picture" and give us a general idea of your current financial position and goals, numbers do not need to be exact. Approximated information is perfectly fine for this call. If we each determine that a Retirement Roadmap Plan is appropriate, we will dive in much deeper.
Once you submit this information, it will be accessible to Carroll Advisory Group team members.
Please list any accounts for you and your spouse (if married) that can be used to fund your retirement.