Take Your First Step to Clarity and Confidence

Let's start with today's legacy planning topic
How is your estate plan shaping up with executing your legal documents, having a safe place for your records and passing on your values and legacy to those you love and charities?

I have all my legal documents in orderMy trustees and the people I love will have clarity on what to do when I'm not aroundI've made progress and there is more to doI'm not sure my trust is funded properlyI need guidance to get this completedI don't think this applies to meOther
How soon would you like to address your estate plan?

Within 90 daysIt will be awhileInsurance might be a good start for meIf it were easier to get started, I would take actionI'll create my own documents somehow
Let's review your concerns and priorities

When we get together, I like to focus first on relieving your top 3 and work from there

Please take a few minutes to rank these areas either individually, or with your spouse (if you have one).

	Not Concerned	Medium	High
Running Out of Money
Income/assets not keeping up with inflation
Not making enough money on my investments
A large market drop early in retirement
Not earning enough interest to grow my money
When and how to take social security
Maintaining independence/not being a burden to family
Nursing home, assisted living, and home health care wiping out estate
Rising medical and prescription costs
Paying too much in taxes
Taxes/government taking a large portion out of estate
If the primary person who keeps track of and organizes everything were to pass away, things would be a mess
Probate or attorney fees for beneficiaries at death
Providing income replacement for surviving spouse/beneficiaries
Passing on assets to my children or family
Taking care of someone else when I’m gone
Funding college expenses

Let's get your experience with investing

Investing in various asset classes during retirement is important to make your money last a lifetime. Please rate your experience with these different types.

	Owned and Understand It	Aware of	No Knowledge
Cash/Savings
CDs or Money Markets
Fixed Life Insurance
Government Bonds
Indexed Annuities
Variable Life
Variable Annuities
Index Funds
Exchange Traded Funds (ETFs)
Bond Funds (Mutual Funds)
Stock Funds (Mutual Funds)
Individual Bonds
Individual Stocks
Cryptocurrency
Alternative Investments

Let's consider other aspects of your financial life
When you last spoke to your financial advisor, CPA or attorney about your values, your goal timing and your retirement risks, what did they say? (If you're the "financial person" in the household, your spouse should answer).
How confident are you projecting and managing your lifetime income plan on your own?

Very confidentSomewhat confidentNot confident
Which financial planning tools or experiences have you had and used to help keep things in order?

Budgeting apps (e.g. Excel, Mint, YNAB)Retirement calculators (e.g. Employer, Bank, Other)Investment Platforms (e.g. Schwab, Fidelity, Robinhood, E*TRADE)Captive or Affiliated Advisors (e.g. Edward Joines, Merrill Lynch, JP Morgan, Northwestern Mutual, Fisher Investments)Tax softwareOnline financial portal with daily updatesOther
What challenges have you encountered while addressing your estate plan, retirement and taxes?

Understanding tax implications using strategies to reduce lifetime taxesAdvice not integrated across disciplinesNavigating complexity of lifetime income planningCompleting my estate planOther
Are you open to professional assistance to enhance your financial planning?

YesMaybeNo
Booking a meeting with Timothy J Haas, CFP® CIMA® RMA® EA MBA offers the opportunity to receive The Retirement Savings Time Bomb Ticks Louder book by America's IRA Expert, Ed Slott.
Tim offers customized, no-obligation proposals to clients that meet with him, so that they can decide on the level of service and engagement they desire. This may include
- Tax preparation
- Invitation to the estate planning document platform to create your will and trust documents
- Retirement timing, income planning and scenario analysis
- Investment management
- Protection planning
- Social security optimization
- Tax reduction strategies
- Roth conversions
- Bucket Planning, and more
If we could help you to your complete satisfaction, what type of next step would feel best at this stage?

I'd like to ask a couple questions. Please do!30-Min Values and Goals SessionFull 90-Min Review & Assessment (Get your customized, no-obligation proposal)Not ready yet — just wanted to learn more today
What’s your biggest question for Tim right now? Feel free to share any specific concerns or topics.
Although we have most registrations, we'd like to confirm your information and send you a copy of your answers, along with other valuable seminar resources.
Did you pre-register for the seminar?

YesNo - Walk-in or Invited Separately
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Address

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Tim will review every submission and respond personally with next steps to help make life's journey more enjoyable a bit easier for you.
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Let's start with today's legacy planning topic

Let's review your concerns and priorities

Let's get your experience with investing

Let's consider other aspects of your financial life

Although we have most registrations, we'd like to confirm your information and send you a copy of your answers, along with other valuable seminar resources.

Tim will review every submission and respond personally with next steps to help make life's journey more enjoyable a bit easier for you.