Instant Financial Assessment May 2022 Step 1 of 7 14% Introduce YourselfFirst Name* Last Name* Email* Zip Code* Let’s start with the basics.Age*Please select18-2425-3435-4445-5455-6465+Areas of Interest or Concern*Check all that apply. Retirement Debt Reduction Tax Efficiency Income Planning Strategies College Planning Estate Preservation Planning For Your Income in RetirementThe ability to retire comfortably requires that you replace your paycheck from your employer with an income from sources like Social Security, Pensions, Annuities, and Investment Income. Let’s take a closer look at your future retirement income picture.When do you plan on retiring?* Less than 1 year 1-5 years 5-10 years 10+ years Where Will Your Income Come From?*Check all that apply. Social Security PT Work Pension Royalties Rental Other How much non-mortgage debt do you have now?* Less than $50K $50K or More Do you have a retirement accounts withdrawal strategy?* Yes No Do you have a plan to manage future inflation?* Yes No Do you have a written strategy in the event of your death or the death of your spouse?* Yes No IncomeSum_4Questions*boolean addition Investment Planning For RetirementA successful retirement involves many different aspects, one of which is your investments. During the accumulation years leading up to retirement, most people focus on how much to save and the returns – the growth – of those savings. There are a few other aspects we’d like you to consider.Total Money Saved for Retirement* 0-$250K $250K-$500K $500K-$1M $1M+ Do you have a clear picture of the fees you're paying on your investments?* Yes No My investments are positioned to work in harmony with my retirement income plan.* Yes No InvestmentsSum_5Questions*boolean addition Tax PlanningFor most retirees, taxes are their largest expense. If the mortgage is paid off and college tuition is in the past, that leaves taxes as the greatest drain on the budget. Having a plan to minimize taxes, therefore, is highly recommended. Let’s see how your tax plan looks.I am currently using a tax advisor for proactive tax planning advice.* Yes No I've created a tax strategy that works in harmony with my income and investment strategy.* Yes No I have a plan to potentially convert taxable retirement income into tax-free income.* Yes No I have a plan to help minimize taxes on my required minimum distributions (RMD's).* Yes No I have a retirement withdrawal strategy to minimize unnecessary taxes.* Yes No TaxSum_5Questions*boolean addition. HealthcareOne of the greatest risks to a retiree is the potential cost of healthcare due to an illness or extended care need. Preventing such a financial calamity requires forethought and careful planning. Let’s see how well you’ve planned for such an event.I currently have a Long Term Health Care Strategy.* Yes No I am concerned about Long Term Health Care costs in Retirement.* Yes No I understand what the costs are of Long Term Health Care and the affects it will have on my retirement savings.* Yes No HealthSum_3Questions*boolean addition. Estate PlanningEstate planning isn’t just for rich people. The coordination of asset protection and our final wishes is for all of us. Not only does having the proper legal documents and measures in place help to ensure harmony among loved ones but it’s also a way to save money in unnecessary legal fees and taxes. How does your estate plan look?I currently have a written will or trust that's been updated in the last 5 years.* Yes No I've recently reviewed my beneficiary designations.* Yes No I am currently using an estate planning attorney for proactive advice.* Yes No I've created a strategy to efficiently transfer assets to my loved ones.* Yes No EstateSum_4Questions*boolean addition.