Congratulations, you are now moving towards a modern retirement strategy!
In order to make your "current blueprint" accurate and complete, you will need to
have the following information when we get together:
A recent pay stub for each spouse so we can accurately calculate current
Current balances of any Retirement Accounts which are specifically earmarked
for retirement including IRAs, 401Ks, brokerage statements, mutual funds, stocks, variable annuities,
fixed annuity contracts, etc. Our detailed analysis is designed to create a picture of what
retirement may look like, so items such as savings accounts and cash on hand for short term plans like
vacation or emergency funds are not included in retirement calculations but please bring those statements
Most recent copies of any personal insurance statements including life
insurance, long term care and disability income insurance. This will give us an accurate picture of how
any unexpected or unfortunate occurrences could affect your current and future situation.
A recent Statement of Benefits from the Social Security Administration
spouse. If you do not have your statement, you can log on to www.ssa.gov
and select the estimate your benefits tab. Input your social security
number, your mother's maiden name and your state of birth and follow the instructions. This will produce
your most recent statement of benefits. Please include this in your initial consultation. If you have
further questions please call the Social Security office toll-free at 800-772-1213.
Insurance or pension benefits provided by your employer if any. This may include
health, life or disability income insurance policies, along with any pension benefit statements. Please make
sure if you have a pension that you have the pension benefits available. This information can be obtained by
contacting your pension plan.
Remember, for a limited time only, there is no charge for this consultation and at our follow-up
meeting you will receive your personalized retirement analysis. The above items are utilized and necessary in creating
an accurate analysis. Any original documents provided will be returned for your records.
If you have any questions please do not hesitate to call my office at 480-524-0508.
Founder/Arizona Retirement Co.
1176 E. Warner Rd. #214
Gilbert, AZ 85296
The analyzer software tool is provided as an informational tool and is not intended to
provide a comprehensive financial analysis or investment advice.