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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: info@coliday.com
To speak with Craig or to set an appointment: Call / Text (949) 216-8459
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Questions?
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