NBN Free Consultation to determine your retirement needs.

 

 

Investment

 

What is your Risk Tolerance?                 High   Medium   Low

 

Current Investment Portfolio - Asset Allocation

Cash_______          Bonds________  Stocks_________

 

Do you want to save for college education costs?

 

Current Retirement Assets

 

Husband IRA $____________              401K $____________

 

Wife  IRA        $____________              401K $ ____________

 

Contemplated Retirement Age  ________

 

Desired Monthly Income at Retirement $________________

 

 

Estate Plans

 

Do you have a will?

 

When was it created?

 

Any Trusts in place?

 

Do you have custodians for your children in the event of both deaths?

 

Do you anticipate having to pay estate taxes?

 

What do you estimate your net worth to be at this moment?