"Mutual Fit Meeting" Request

"Mutual Fit Meeting" Request

Congratulations on taking this major step toward your Ideal Retirement! We are a retirement planning firm that specializes in helping individuals over 50 with $1 million or more in assets maximize their retirement spending, reduce their lifetime tax bill, and worry less about money. The information you provide below will allow us to review your unique situation and determine how we can help you achieve your retirement goals. Afterward, we’ll send you a link to schedule your first meeting. We look forward to helping you make the most of your retirement!
We look forward to learning more about you!

All information is kept in strict confidence and is used to determine your personal needs and requirements so that we can provide you with a personalized financial plan.

Make sure you have visited our "Services and Fees" webpage before submitting your resposnes. "Services and Fees."
E-mail*
example@example.com
Tell us about you and what an ideal retirement looks like.
Full Name*

PrefixFirst NameMiddle NameLast Name
Spouse/Partner (if applicable)

PrefixFirst NameMiddle NameLast Name
What year would you like to be financially independent? In other words, you are working by choice, not need. (If you already retired, type 'Retired').
Occupation
What is your gross annual income (if still working)?
What is your spouse/partner's gross annual income (if still working)?
What $ amount do you need to maintain your current standard of living? (monthly or annually)*
What motivated you to get in touch with us ? (Please elaborate)*
What is your total investment portfolio size (excluding your primary residence)?*

$1million - $2million$2million - $5million$5million - $10million
What are your biggest concerns about the future?*

Outliving my assetsBeing unable to pay for quality healthcareLong-term care costsInflationCognitive or Physical Decline in HealthBear Market or RecessionNot being able to continue my desired lifestyleUncertainty of TaxesCuts to Social Security and/or Medicare
Tell us anything else you would like us to know!
How did you hear about us?

"Planning for Retirement Podcast"YouTubeReferralNAPFAFee Only NetworkXY Planning NetworkGoogle SearchCFP BoardSocial Media
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