Initial Fact Finder Step 1 of 3 33% HiddenEmail(Required) Please complete the information's below:Spouse 1 First Last Birthdate(Required) MM slash DD slash YYYY Spouse 2 First Last Birthdate(Required) MM slash DD slash YYYY INCOMESalary if applicable:Salary if applicable Spouse 1(Required) Salary if applicable Spouse 2(Required) Social Security, current or Full Retirement Age estimate (www.ssa.gov):Social Security, current or Full Retirement Age estimate Spouse 1(Required) Social Security, current or Full Retirement Age estimate Spouse 2(Required) Pension, including sources, if applicable:Pension, including sources Spouse 1(Required) Pension, including sources Spouse 2(Required) Other income sources, if applicable:Other income sources Spouse 1(Required) Other income sources Spouse 2(Required) Projected retirement age:Projected retirement age Spouse 1(Required) Projected retirement age Spouse 2(Required) Desired funds for short-term objectives:(Required) Desired annual income at retirement:(Required) Desired percentage protected/guaranteed:(Required) EXPENSECurrent total monthly or annual expenses (please specify):(Required) Rent/Mortagage:(Required) Taxes:(Required) Utilities:(Required) Insurance:(Required) Debt Repayment:(Required) Charitable Donations:(Required) Transportation:(Required) Travel:(Required) Food:(Required) Hobbies:(Required) Healthcare:(Required) Gifts:(Required) NET WORTHCash net worth balances (savings, checking, money market, CDs): Includes statements for IRA or Roth accountsCash net worth balances Spouse 1(Required) Cash net worth balances Spouse 2(Required) Life insurance face amounts: Includes statements for any non-term policiesLife insurance face amounts Spouse 1(Required) Life insurance face amounts Spouse 2(Required) Long Term Care Insurance Daily BenefitLong Term Care Insurance Daily Benefit Spouse 1(Required) Long Term Care Insurance Daily Benefit Spouse 2(Required) Investment accounts: Include statements for brokerage, annuities, mutual funds, stocks, etc. 401(k): Include both current allocation and all available investment options Additional net worth: Include real estate (excluding primary residence), farmland, businesses, etc.Upload Your Supporting Documents(Required) Drop files here or Select files Max. file size: 50 MB. NameThis field is for validation purposes and should be left unchanged.
