Modern Retirement Design
Discovery Checklist
Dear Client,
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 income.
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 also.
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 for each 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.
Best Regards,
Chad Gammage
Founder/Arizona Retirement Co.
1176 E. Warner Rd. #214
Gilbert, AZ 85296
Chad@azretirementco.com
480.524.0508
The analyzer software tool is provided as an informational tool and is not intended to provide a comprehensive financial analysis or investment advice.
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