Your Financial Discovery Plan

With so many retirement options available, it’s difficult to know which strategies are the best for your situation. By filling out this form, we’ll be able to review your situation and develop strategies unique to your specific situation and goals.

*Assets that are considered liquid at any age: Nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.
*Assets that are considered liquid if over the age of 59½: Qualified funds or investments, annuity free withdrawals, annuities out of surrender, nonqualified funds or investments, checking and/or savings accounts, CDs less than 1 year to maturity, cash value of life insurance.
    

Qualified Funds:

    

Non-Qualified Funds / Checking / Savings / CDs

    

Stocks/Bonds/Mutual Funds

    

Annuities

    

Life Insurance

    

Land/Real Estate (Excluding primary residence)

    

Sources of Household Income Monthly (Excluding primary residence)

    

Primary Residence (NOT to be included in Net Worth)

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