[Comprehensive] Pre-Planning Client Information

  • Pre-Planning Client Information

    Confidentiality and protection of your personal information is of the highest importance to our firm. We will not disclose any information about you to anyone without your permission.

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  • Hidden Field / Today's Date
     - -

  • NOTE:
    This questionnaire will assist us in collecting the preliminary information needed to start on your plan. It is not an exhaustive list of everything we need to know.

    Once we examine your responses, we will need to reach back out to collect additional information. During this planning process, please make sure you routinely check your spam/junk email folders.

  • Client | Date of Birth*
     - -
  • Client | Are you currently married or will you include a co-client (Fiancée, Partner, etc.)?*
  • Client | Do you have prior marriages?*
  • Format: (000) 000-0000.
  • Co-Client | Date of Birth*
     - -
  • Co-Client | Do you have prior marriages?*
  • Client | Are any of your accounts inherited?*
  • Client | Have you filed for Social Security?*

  • Please rank the following Social Security filing consideration from most important {1} to least {4}

    •    Maximize guaranteed income for yourself
    •    Maximize guaranteed income to the surviving spouse
    •    Mitigate distribution needs from retirement savings
    •    Create a guaranteed income stream as early as possible

  • Please rank the following Social Security filing consideration from most important {1} to least {3}

    •    Maximize guaranteed income for yourself
    •    Mitigate distribution needs from retirement savings
    •    Create a guaranteed income stream as early as possible
  • Client | What date did you file?*
     - -
  • Client | Are you retired?*
  • Client | Do you have a contributory retirement plan with your employer?*
  • Client | Do you have an employer or private healthcare insurance plan?*
  • Client | Are you currently on Medicare?*
  • Client | Will you have a supplemental plan in addition to Medicare?*
  • Client | Do you have a supplemental plan in addition to Medicare?*
  • Co-Client | Are any of your accounts inherited?*
  • Co-Client | Have you filed for Social Security?*

  • Please rank the following Social Security filing consideration from most important {1} to least {4}

    •    Maximize guaranteed income for yourself
    •    Maximize guaranteed income to the surviving spouse
    •    Mitigate distribution needs from retirement savings
    •    Create a guaranteed income stream as early as possible
  • Co-Client | What date did you file?*
     - -
  • Co-Client | Are you retired?*
  • Co-Client | Do you have a contributory retirement plan with your employer?*
  • Co-Client | Do you have an employer or private healthcare insurance plan?*
  • Co-Client | Are you currently on Medicare?*
  • Co-Client | Will you have a supplemental plan in addition to Medicare?*
  • Co-Client | Do you have a supplementary plan in addition to Medicare?*

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  • Please use this link to reach our Retirement Budget Calculator,
    which should open for you in a new browser window:

    Budget Calculator

  • Which of these options applies to your primary residence?*
  • [Removed Field] Do you have a mortgage you would like included in the plan?
  • Do you have Rental Properties?
  • Which of these options apply to your rental property?
  • Which of these options apply to your second rental property ?
  • Would you like to include a vacation or secondary residence?
  • Which of these options applies to your secondary residence?*

  • For more accurate planning, you can use our detailed budget.

    Otherwise, please enter your (net) monthly need in retirement below.

    • Housing 
    • Utilities
    • Internet & Phone
    • Maintenance / Fees
    • Home Improvement
    • {Hidden Collapse Bracket} 
    • Food 
    • Groceries
    • Dining Out
    • {Hidden Collapse Bracket} 
    • Transportation 
    • Vehicle Loan(s) Payment
    • Vehicle Maintenance
    • Fuel
    • Auto Insurance
    • Public Transportation
    • {Hidden Collapse Bracket} 
    • Healthcare 
    • Medical Services
    • Medication & Supplies
    • {Hidden Collapse Bracket} 
    • Personal Insurance 
    • Life Insurance
    • Disability Insurance
    • Long-term Care Insurance
    • Other Insurance
    • {Hidden Collapse Bracket} 
    • Personal Care 
    • Clothing
    • Products & Services
    • {Hidden Collapse Bracket} 
    • Family Care 
    • Alimony
    • Child Care
    • {Hidden Collapse Bracket} 
    • Miscellaneous 
    • Credit Card / Loans
    • Entertainment
    • Travel / Vacation
    • Hobbies
    • Gifts
    • Charitable Contributions
    • Education
    • Other
    • {Hidden Collapse Bracket} 
    • Do you have other household debts?*
    • Do client (or Co-Client) have pensions?

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