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Appointment confirmation & what to prepare…

I will present several options options to consider and the importance of creating your retirement plan to ensure a safe, secure and predictable future. I will also share with you my story which explains WHY I am so focused on helping others with these difficult decisions.

SUCCESS OF HAVING THE OPTIMAL SOCIAL SECURITY BENEFIT IS NOT POSSIBLE WITHOUT PROVIDING THIS INFORMATION BY FOLLOWING THESE 3 SIMPLE STEPS.

1) A recent Social Security Statement (go to: www.ssa.gov to create an account and download statement)

2) Social Security Evaluation check list – Click here (easy to fill out online) OR CLICK HERE to download a confidentiality and retirement planning Questionnaire.

3) CLICK this link for the Color of Money – Risk Assessment Questionnaire. These 11 questions will only take about a minute to complete. The result (a number value between 1 and 100) will serve as a financial barometer when determining your level of risk tolerance and provide direction as it applies to Social Security, Health & Medicare plans, Long Term Care and overall financial attitude and values.

Please bring with you to the meeting: (The information request is for assessment not re-allocation).

Mutual fund and brokerage statements
Insurance contracts (life, annuities, long-term care, etc.)
IRA and 401(k) statements
Last year’s federal income tax return

You may not have all of these documents readily accessible, but the more information you can provide,the more helpful and thorough I can be in servicing your needs.

REGISTER FOR FREE EDUCATIONAL EVENTS

CLICK HERE FOR TOPICS & DATES

WE OFFER FREE EDUCATIONAL WORKSHOPS ON A VARIETY OF SUBJECTS.
FIND A LOCATION NEAR YOU TODAY!

REGISTER ONLINE OR RSVP: [email protected]

To speak with Craig or to set an appointment: Call / Text (949) 216-8459

Click here to to return to COLIDAY website.

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Questions?

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