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There is no charge for this very valuable benefit. Simply set an appointment with us to evaluate your situation. Keep in mind that your information is confidential and you will only become a client if you so chose.

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  1. There is no charge for this very valuable benefit. Simply set an appointment with us to evaluate your situation. Keep in mind that your information is confidential and you will only become a client if you so chose. In order to make your software program personal and accurate, you need to have the following items on hand when we get together. Statement of benefits from Social Security, (if you do not have one you can call 800-772-1213 or go to www.ssa.gov). A recent pay stub, (this will help in determining retirement income needs). Retirement benefits provided by your employer, if any. All financial accounts that are specifically earmarked for retirement. Note: Do not include such items as savings accounts that are used for vacations, emergencies, etc. Also do not include home equity unless you plan to sell and use proceeds to add to retirement accounts. Life insurance and/or Long Term Care insurance information.

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