If you are married, both husband and wife must attend the appointment.

For the best estimate of your living standard in retirement, please have good estimates for any income expected (for example, Social Security), your mortgage balance and payment for your home and any investment real estate, any annuities and life insurance policies with cash and death benefits, and your investment balances in 401K’s, IRA’s, brokerage accounts, etc. Bringing your 2007 tax return (Form 1040) is very helpful.

Please be on time to make the best use of the 30 minute appointment, and please call us at (408) 725-7135 if you need to cancel or reschedule.

Back to FREE Consultation