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What income of

HEALTH

Your healthcare is the central pillar that supports a happy, healthy wellbeing. Let's start here.

Are you already on Medicare? *

Yes
No
Starting soon

Are you happy with your plan? *

Happy
Not happy

What kind of Medicare plan are you currently on? *

Medicare Advantage (part C)
Medicare Supplement (Medigap)
Not sure/Other

What are some of the reasons you are unhappy with your Medicare coverage? (select all that apply) *

Co-pays
Drug Cost
Limited doctor network
High premiums
Other

Given your responses, your healthcare is in good shape! There is no need for a change at this point.

Let's move on to the Legacy section. Click "Next".

Given your responses, there is room for improvement regarding your healthcare. We will want to address this.

Let's move on to the Legacy section. Click "Next".

LEGACY

The second step is getting your affairs in order. This is easily accomplished through proper Estate Planning.

Do you currently have a Will or a Trust?

Will
Trust
Neither

Ok, great! You have a Will. At a minimum, you have made some arraignments.

Wills are still subject to Probate Court which can be costly to your heir. Trusts avoid these unnecessary costs.

Would you like to learn about Trusts?

Ok, great! You have a Trust. These avoid the unnecessary costs of probate court.

Make sure your Trust is properly funded. Meaning you assets are up to date and properly titled in the name of the Trust. This is critical for your assets avoiding Probate.

Is your Trust up to date and properly funded?

Based on your response, your estate plans are in good order!

Let's finish up with the financial section. Click "Next".

Based on your response, we will want to take a look at your Estate Plans.

Let's finish up with the financial section. Click "Next".

WEALTH

The last step is proper financial planning so you can thrive after retirement. Let's get an idea of your financial situation.

Will you have income other than Social Security?

Where does this income come from? (Select all that apply)

Annuity
IRA/401k/Investment
Pension
Other

Do you have concerns that you will not have enough to live on?

Have you made financial preparations for funding your final expenses?

Based on your responses, you are in a good place financially.

Let's finish up with your final assessment. Click "Next".

Based on your responses, we will want to look into options to secure your financial future.

Let's finish up with your final assessment. Click "Next"

Final Assessment

Healthcare: Good

Great job! You will want to review this each year during Medicare's open enrollment period in October.

Healthcare: Needs review

Based on your responses, there is room for improvement. We recommend discussing your healthcare options.

Legacy: Good

Great job! Your estate plans are in good order. You will want to review upon any significant change of your assets or beneficiaries.

Legacy: Needs review

Based on your responses, there is room for improvement. We recommend discussing your options to improve your Estate Plans.

Financial: Good

Great job! Your financial situation is in good order. You will want to review this periodically to insure your finacial longevity.

Financial: Needs review

Based on your responses, there is room for improvement. We recommend discussing your financial options to improve your financial longevity.

What do I need to do? Click "Next".

Schedule a Review

Staying on top of these things can be a chore. Why not let someone else do it for you?

We build an action plan to address any current issues, and set up annual reviews so you can enjoy peace in your golden years.

Name *

First

Last

Email *

Phone *

Preferred method of contact? (Select all that apply)

Phone Call
Text Message
Email
Schedule a Call Back

Call Back Date & Time

Date

Time

Comment or Message

HEALTH

Your healthcare is the central pillar that supports a happy, healthy wellbeing. Let's start here.

Given your responses, your healthcare is in good shape! There is no need for a change at this point.

Let's move on to the Legacy section. Click "Next".

Given your responses, there is room for improvement regarding your healthcare. We will want to address this.

Let's move on to the Legacy section. Click "Next".

LEGACY

The second step is getting your affairs in order. This is easily accomplished through proper Estate Planning.

Ok, great! You have a Will. At a minimum, you have made some arraignments.

Wills are still subject to Probate Court which can be costly to your heir. Trusts avoid these unnecessary costs.

Ok, great! You have a Trust. These avoid the unnecessary costs of probate court.

Make sure your Trust is properly funded. Meaning you assets are up to date and properly titled in the name of the Trust. This is critical for your assets avoiding Probate.

Based on your response, your estate plans are in good order!

Let's finish up with the financial section. Click "Next".

Based on your response, we will want to take a look at your Estate Plans.

Let's finish up with the financial section. Click "Next".

WEALTH

The last step is proper financial planning so you can thrive after retirement. Let's get an idea of your financial situation.

Based on your responses, you are in a good place financially.

Let's finish up with your final assessment. Click "Next".

Based on your responses, we will want to look into options to secure your financial future.

Let's finish up with your final assessment. Click "Next"

Final Assessment

Healthcare: Good

Great job! You will want to review this each year during Medicare's open enrollment period in October.

Healthcare: Needs review

Based on your responses, there is room for improvement. We recommend discussing your healthcare options.

Legacy: Good

Great job! Your estate plans are in good order. You will want to review upon any significant change of your assets or beneficiaries.

Legacy: Needs review

Based on your responses, there is room for improvement. We recommend discussing your options to improve your Estate Plans.

Financial: Good

Great job! Your financial situation is in good order. You will want to review this periodically to insure your finacial longevity.

Financial: Needs review

Based on your responses, there is room for improvement. We recommend discussing your financial options to improve your financial longevity.

What do I need to do? Click "Next".

Schedule a Review

Staying on top of these things can be a chore. Why not let someone else do it for you?

We build an action plan to address any current issues, and set up annual reviews so you can enjoy peace in your golden years.

Get your Free Guide Today!