Date of birth
Expected retirement age?
Desired annual income in retirement?
Anticipated major expenses in retirement (e.g., travel, medical care, helping family, etc.)
Do you have other financial goals (e.g. leaving a legacy, charitable donations, etc.)
Estimated total savings? (Cash, Checking, Savings accounts, etc.)
Estimated investment portfolio value? (if applicable)
Other retirement assets? (e.g., pensions, real estate, etc.)
How would you describe your risk tolerance? (e.g., conservative, moderate, aggressive, not sure)
Do you have any specific questions or concerns you'd like to discuss regarding your retirement plan?