"Mutual Fit Meeting" Request

"Mutual Fit Meeting" Request

Congratulations on taking this major step in achieving your "Ideal Retirement!" We are a retirement planning focused firm specializing in helping individuals over 50 who have accumulated at least $1million in assets maximize their retirement spending, reduce their lifetime tax bill, and worry less about the financial markets. If you would like to take the next step, fill out some basic information below, and we will follow up with a link to our calendar.
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 personalised 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!
Tell us how you want to meet Kevin:*

I would like to schedule a "Mutual Fit" Meeting on ZoomI would like to schedule a "Mutual Fit" Meeting in the Chattanooga, TN officeI want to play golf with Kevin @ Black Creek in Chattanooga, TN
What kind of relationship are you looking for with our firm?*

Ongoing RelationshipOne-time EngagementI'm still deciding
How did you hear about us?

"Planning for Retirement Podcast"YouTubeReferralNAPFAFee Only NetworkFlatfeeadvisors.orgXY Planning NetworkGoogle SearchWealthtenderCFP BoardSocial Media
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