Let’s talk about your “RISE” score. Defining the problem is half the battle to winning it. This is too much for me now, but I want the help. Name * First Name Last Name Phone * (###) ### #### Email * Birthdate * MM DD YYYY Retirement Time Horizon * In the next 5 years 5 - 10 years 10+ years Your Health * Very Poor Average Above Average Excellent Estimated Tax Rate at Retirement * 10%-12% 22%-24% 32%-37% Gender Female Male How would you describe your risk tolerance? * Typically, I try to do my best to minimize risk and loss of principal. I am okay accepting modest risks in order to see higher returns in the long run. I value maximizing returns and am willing to take on substantial risk. How much do you have saved for retirment minus pension, social security, or any annuity payments or guaranteed withdrawals? * How much to you add to this annualy? * ARE YOU EXPECTING TO RECEIVE A PENSION? If so, how much annually?? * ARE YOU ELIGIBLE TO RECEIVE SOCIAL SECURITY? If so, how much are you expecting annually? * There are countless viable income options that future retirees utilize while preparing for sustained retirement income. Other income you expect to receive annually might include an annuity payment or guaranteed withdrawal, rental property income, income from a part-time job, or any other income or financial assistance. * The average American household spends $3,813 monthly on essential expenses like your mortgage or housing, utilities, groceries, car payments, etcetera. You'll need to cover those to maintain your standard of living. What would you estimate your expenses to be at retirement? * Everyone is eligible for medicare at age 65, and we understand future health costs are difficult to estimate. Still, to the best of your ability, use the slider below and set it to reflect the estimated monthly cost of your future medical expenses in retirement (i.e., monthly health insurance premium payments). * How do you feel about annuities? * Love them! It's a love-hate relationship. HATE THEM! Thank you!One of our representatives will contact you shortly!
