Making your life easier

Putting the things you need at your fingertips is just another way we serve you. We’ve assembled handy and informative documents that will help you prepare for your meetings with us. As always, if there is anything else you ever need, feel free to let us know.

CHECKLISTS AND WORKSHEETS

• GPM Worksheets and Questionnaires
• Maximizing Social Security Retirement Benefits
• Your Financial Inventory
• Beneficiary Review Worksheet
• Checklist of Documents for Next Meeting

WHITE PAPERS

• Closing the Gap: Addressing Retirement Shortfalls
• The Math of Retirement
• The Healthcare Wildcard