We appreciate your willingness to participate in a brief survey/questionnaire that can better help us understand your financial planning needs, as well as topics we may be able to cover in future events.
I have a written financial plan that I review every year
I know exactly how much I need to spend each year in retirement
I know where the retirement income I need is coming from each year (even if the market drops 30%)
I have a plan for protecting my investments if or when the market drops
I have a plan for reducing or eliminating taxes in retirement
I have a plan to make sure I don't run out of money in retirement
I have a plan in place if I need long term care
I have my wills and legal documents completed and they are current
I work with a tax planner or CPA who does future tax projections and planning to help me reduce taxes in the future
I work with a Fiduciary Advisor who is required to put my best interests first
I learned at least 2 new things in this class that I did not know before
I would like to set up my complimentary strategy session