Complimentary Report

Client Centered

Would you like to see exactly how much more reliable income you could enjoy in retirement? Request this complimentary  Financial Independence Report. This comprehensive report will include...


These reports will show you strategies that will protect your assets, your health care and the legacy you want for your spouse and/or children.

Client Centered

This report is for educational purposes only. To create this report, we will need to gather some information from you. For security, confidentiality, and your convenience we gather this information over a 20-minute phone call. I will call you on the number you provided and then connect you with the appropriate expert that can show you how to maximize your retirement income and ensure the legacy you wish to leave to your spouse, family and/or charities. 

Client Centered


Below is a list of questions that we will be discussing over the phone call. Simply answer the following questions to the best of your ability. The more information you provide, the more accurate your report will be.


1. Are you married? If so, what is your spouse’s name?
2. Do you have children? If so, what are their ages? **If you are married, please answer the following questions for both you and your spouse.
3. When do you plan to retire, or if you are already retired, how long have you been retired?
4. How old are you?
5. How much net annual income (after taxes) do you need to retire?


1. Are you employed? If so, what do you do for a living?
2. What is your annual income?
3. Do you have a retirement plan with your current employer (Example: pension, 401(k), 403(b))?
     a. What is the approximate balance of those accounts.
     b. How much do you contribute each month and how much does your employer match.
     c. Do you know the average return you are earning on those accounts?


1. Do you know how much income your Social Security will provide at the time you would like to retire? (You can go to to receive an estimate of your Social Security)


1. Do you have other retirement savings accounts? If so, please have the type of account and approximate balance. (Pensions or 401(k)s from previous employers, IRAs, annuities, stocks, Bonds, mutual funds, CDs, savings accounts.)


1. Do you have a Roth IRA?
     a. What is the approximate balance?
     b. How much do you contribute?


1. Do you own real estate? If so, list each property, the approximate value, equity, and any positive cash flow from renters.


1. Do you have Life Insurance?
2. If it is term insurance, how long is the term?
     a. What is the amount of death benefit? When does it expire?
     b. How much do you contribute?
3. If it is permanent cash value life insurance....
     a. Do you know the type of insurance? (whole Life, universal life, variable life, indexed universal life)
     b. Do you know the cash value balance?
c. What is the amount of death benefit?


1. Do you have long-term care insurance?
     a. If so, how much does it cost you each year?


1. What was your taxable income last year?
2. Do you expect the same amount of taxable income this year?

Please understand that you do not need to know every answer and/or the exact amounts. We can work together to approximate the numbers in order to come up with the most accurate report possible. Any amount of information will get you closer to the retirement income you desire.

Knowledge is power! Request your free report and see for yourself how much of a difference it can make to protect your retirement savings from future taxation!

Request Your Complimentary Report Today

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