Retirement Plan - Internal Benefit Advisors

Retirement Plan

Financial Planning Discovery Form

Let's start with the basics

Tell us a bit about yourself.

First Name

What year were you born?

Your retirement vision

Let's picture your ideal retirement.

At what age would you like to retire?

65

How much of your current income would you like to have in retirement?

70%

Your financial snapshot

Give us a sense of your current financial standing.

What is your approximate annual household income?

$

How much do you save per month?

$

What are your current retirement savings?

$

Your home

Do you rent or own your home?

Own

Rent

How much is your home worth?

What's the remaining mortgage balance?

Your rent

Your debt

Do you have any debt?

Yes

No

Which of these are you currently paying off?

Credit card

Real estate (other than home)

Student loan

Life Expectancy

We use these for life expectancy in your plan.

Your gender

Male

Female

Do you smoke?

Yes

No

Your results are ready!

Just one last step to confirm you're human.

Email Address

Zip Code

Phone Number (Optional)

Security Check

Please solve the simple math problem below.

What is 5 + 3?

Incorrect answer. Please try again.

Your Retirement Projection

Your Retirement Nest Egg Goal

$0

Your Projected Savings at Retirement

$0

Financial Planning Discovery Form

Let's start with the basics

Tell us a bit about yourself.

First Name

What year were you born?

Your retirement vision

Let's picture your ideal retirement.

At what age would you like to retire?

65

How much of your current income would you like to have in retirement?

70%

Your financial snapshot

Give us a sense of your current financial standing.

What is your approximate annual household income?

$

How much do you save per month?

$

What are your current retirement savings?

$

Your home

Do you rent or own your home?

Own

Rent

How much is your home worth?

What's the remaining mortgage balance?

Your rent

Your debt

Do you have any debt?

Yes

No

Which of these are you currently paying off?

Credit card

Real estate (other than home)

Student loan

Life Expectancy

We use these for life expectancy in your plan.

Your gender

Male

Female

Do you smoke?

Yes

No

Your results are ready!

Enter your contact info to receive a security code.

Email Address

Zip Code

Phone Number (Optional)

Enter your security code

We've sent a code to your email. Please enter it below.

Security Code

Invalid security code. Please try again.

Your Retirement Projection

Your Retirement Nest Egg Goal

$0

Your Projected Savings at Retirement

$0

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