Make It Better

We are almost there! When you’ve answered these questions we will be ready to schedule an appointment and start building and improving.

3. Five Lives of Retirement and MERIT Planning

Please use a consistent email address for identification in our records.

Do you want "maybe" income or "lifetime" income?(Required)

How long do you want it to last?(Required)

Do you want it to stay level or go up with inflation?(Required)

Do you want the family income to continue if one of you passes away before life expectancy?(Required)

If yes, how much of the income? 100%, lower than that?

Do you currently own long-term care insurance or have a plan other than spending down the family assets? Please tell us about it.(Required)

Which best describes your desires for leaving an inheritance to loved ones and/or charity?(Required)

Take care of us while we are alive and whatever is left...leave that to them.

There is a specific amount that we MUST make sure some one or some charity gets.

Something else...let's talk about this when we meet.

Value of Home(Required)

Mortgage Balance(Required)

Type of Mortgage(Required)

Monthly Payment(Required)

Do you have a living trust?

How old is it?

Do you have a written income plan?

Please list any and all insurance policies you currently own including the death benefit, cash value, years left (if term), and payments with the amount and frequency.

Do you believe taxes will go up or down in our country between now and when you pass away?(Required)

Do you want your income to be less, the same, or keep up with inflation and be more each year in retirement?(Required)