RETIREMENT ANALYSIS FORMS
Welcome to our website... 
Here you can download a copy of our Retirement Analysis forms which might take you about 15 to 30 minutes to complete. Once completed, you can send them back to us via EMAIL or our preferred SECURE UPLOAD​ feature.

Please remember we may need additional documents, such as your bank or Financial Investment statements for a complete review of what you have, how it is working and what can be done to improve on your personal circumstances.
IMPORTANT -
When using a PDF with fill-in sections, you must first save the form to your desktop. Once saved, go to the desktop and open the form. Then complete the BLUE sections and remember to SAVE your form.
Please fill-In these important sections:
  • Contact Information
  • Income
  • Retirement Assets
  • Expenses
Financial Statements (If Available)
Please download your PDF statements from your Investment Broker website and upload them along with your Retirement Analysis form.
Once complete, please save the file and upload or email back to us. We prefer the SECURE UPLOAD​.
RETIREMENT ANALYSIS FORMS
If you have questions, need assistance, please contact our office at 360-722-7889
WHAT IF I HAVE FINANCIAL STATEMENTS???
INVESTMENT STATEMENTS
Do you have investments that you would like us to analyze? In order to analyze your RISK investments in the market, we will need a current copy of your account statements. We will look at the Market Risk, Fees, and Return Potential among overlap and many additional concerns. You may download a PDF file from your broker website and upload these to our SECURE SERVER.

INSURANCE POLICIES (Life, Long-term Care, Medicare, Critical Illness, Etc)
Do you have insurance contracts that you would like us to review? If you have an insurance product (Life, Annuity, Long-Term Care, Medicare) and you would like us to review it for you, then please have them available upon our next visit. Often times we find products that are not correctly suited to your actual needs, are too expensive, perhaps outdated, might need adjustment or perhaps no longer needed at all to meet your current goals. We want you to be well educated on what works best for you going forward. 
SAMPLE ANALYSIS