First Name *
Last Name *
Phone Number *
Have you made an estimate for life expectancy? * Yes No
Have you stress tested your investment portfolio? * Yes No
Do you have a written financial plan? * Yes No
Have you created a social security claiming strategy? * Yes No
Do you have a written retirement cash-flow plan? * Yes No
Do you understand the tax implications on your retirement accounts? * Yes No
Have you considered long term care risks? * Yes No
Will you have adequate health insurance coverage? * Yes No
Are your estate documents in good order? * Yes No
Would you be interested in meeting with us? * Yes No
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