Financial Management & Planning Services

As NestEggg continues to grow, we have learned that our best asset is that we listen to our clients.
We are here for you for the long run. Our goal is to help you with sound decision making to achieve your goals and to safeguard your NestEggg.

Please take your time and fill out our information form so we can get to know you
and how we can best assist in your financial goals.

First Name
Last Name
Marital Status

  • - select a option -
  • Single
  • Married
  • Divorced
  • Widowed

Partners name
Address, City, State, and Zip Code
Phone Number
Cell Number
Fax Number
Email
Number of Children
Please list childrens names and ages
Are you retired now?

  • - select a option -
  • Yes
  • No
  • Third choice

Is your partner retired?

  • - select a option -
  • Yes
  • No
  • Third choice

Retirement age goal
Partner Retirement age goal
If you receive Social Security, plaese enter Amount per Month
If your partner receives Social Security, plaese enter Amount per Month
Other Income Sources Please List and Include Amounts
Total Annual household income

Priorities & Goals

Retirement Spending Goal (After Taxes)
To achieve our retirement goals, we would be willing to:
Other
To achieve our higher target ability spending for retirement, we would prefer to:
Other
To achieve our ideal estate goal, we would be willing to:
Other
To reduce the investment risk in our portfolio, we would be willing to:
Other
We would like to reduce our regular savings amount. To achieve this we would prefer to:
Other
Comments

Assets

Account Summary Investments, and Future Savings Please List the total value and account details of each financial account in which you hold an interest.

Account 1

Account Name
Account Type
Tax Status

  • - select a option -
  • Taxable
  • Traditional IRA/401K
  • ROTH IRA/401K

Account 2

Account Name
Account Type
Tax Status

  • - select a option -
  • Taxable
  • Traditional IRA/401K
  • ROTH IRA/401K

Account 3

Account Name
Account Type
Tax Status

  • - select a option -
  • Taxable
  • Traditional IRA/401K
  • ROTH IRA/401K

Other accounts please list

Real Estate/ Assets Owned

Please List Assets Home, Business, Rental Property, Automobiles, Etc...And Value of Each

Liabilities

Mortgage/ Loan
Institution Name
Current Balance
As of Date
Interest Rate
Loan Term

Educational Goals

Name of Student
In school now?

  • - select a option -
  • Yes
  • No

Years in school
School Name
Total Annual Cost
School type

  • - select a option -
  • Public
  • Private

Comments

Life Insurance

Policy Type
Institution Name
Purchase Date
Person Insured
Beneficiary
Death Benefit
Cash Value
Cash Value Growth Rate
Annual Premium
Premium Term
Reinvested At

Long Term Care

Institution Name
Purchase Date
Insured
Owner
Annual Premium
Premium Payer
Elimination Period
Benefit Period
COLA
Comments
Do you have a will?

  • - select a option -
  • Yes
  • No

Do you have an Estate Planning Attorney?

  • - select a option -
  • Yes
  • No

If so, Attorney's Name
If so, Attorneys phone number
Would you like us to recommend someone?

  • - select a option -
  • Yes
  • No

Personal Questions

Do you think you have achieved financial security through retirement?
Do you have any potential inheritances?
Do you plan on leaving any portion of your estate to charity?
How would you like to pass on your estate?
Do you need to make any special financial provisions for any member of your family?
If so, please explain
What are your plans to deal with estate taxes?
What is your largest obstacle in achieving your goals?
Are you willing to invest effort/ money, if plan serves to reduce/ eliminate tax?
Do you have any questions, comments, or ideas you think we should know about?
Contact Us

Send us an email and we'll get back to you, asap.

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