Client Profile

At the RETIREMENT PLANNING TEAM we take your financial planning serious.
THE Financial Planning Team takes every precaution with security and planning for before during and after retirement
by filling this out you will help us help you

Name Spouse's Name
Age Spouse's Age
Phone Number Cell or Office
Phone Number
Address City
State Zip code
Are You legally Married? Are You a United States Citizen?
Purpose of this visit
Do you own a your home? Have you ever met with a CSA or CFP?
Do you have a mortgage? Are you currently working?
Approximate income Tax Bracket
Are you interested in saving money on Social Security Taxation? Are you familiar with Required Minimum Distributions (RMD's)?
Do you have Kids? Do you have life insurance?
Do you plan on paying for their education
Do you have a checking account? Do you have a savings account
Stock or Equities Account Name of the Brokerage house
Certificate of Deposit? Annuities?
Are you receiving Social Security? Approximately How Much Monthly?
Are you receiving Pension? Approximately How Much Monthly?
Any other Source of income? Approximately How Much Monthly?
Do you have a CPA? Do you have a Broker?
Did you know that Ronald Regan in-acted Social Security taxation of 50% in 1983? Did you know that Bill Clinton increased Social Security taxation to 85% in 1993?
Are you being taxed on Social Security? At what rate?
Do you know what a reverse mortgage is? Are you here regarding a reverse mortgage?
Do You have a retirement account? Type of Retirement Account IRA     401k     403b    

 TSA     Keogh     Roth  

 457     72T

Have you taken care of final expense/burial? Do you have a long term care policy?

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