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Financial Freedom Assessment
Financial Freedom Assessment
"
*
" indicates required fields
Step
1
of
4
25%
Your Name
*
First
Last
Your Spouses Name
First
Last
Your Date of Birth
*
MM slash DD slash YYYY
Your Spouses Date of Birth
MM slash DD slash YYYY
Still Working? Retired?
You
*
Still Working
Already Retired
Neither
Your Spouse
Still Working
Already Retired
Neither
Your Email
*
Your Phone
At What Age Do You Hope To Retire?
*
At What Age Should We Help You Plan To?
*
(Life Expectancy, For Example, Live to Age 85)
What State Will You Live In During Retirement
*
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
What is your approximate current income
*
(Annual Dollar Amount)
Estimated Monthly Expenses (Essential & Discretionary) in Retirement?
*
Have You Budgeted For Health Care Insurances in Retirement? (Select All That Apply)
Medigap or other supplemental health care insurance
Long-term care insurance
How much do you approximately have saved for retirement?
*
Please provide details if necessary
How much are you saving each year?
Please provide details if necessary
If applicable, how much is your employer putting away for you each year?
Please provide details if necessary
Overall, on a Scale of 1 to 10, How Risky is Your Current Investment Allocation (1 = Low and 10 = High)
*
1
2
3
4
5
6
7
8
9
10
Social Security Benefits at Full Retirement Age?
*This is the DOLLAR amount you will receive at Full Retirement Age *This can be found on your Social Security Statement or by visiting www.ssa.gov
You
*
Your Spouse
Pension
You
Your Spouse
Additional Comments
Δ
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Financial Planning
Investment Management
KTM Family Legacy Pathways™
401(k) Advisory
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Event Calendar
Video Gallery
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Client Portal
Get Started
FINRA Broker Check
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