Lighthouse Financial & Tax

  • 1. What is your current age?

    2. Are you currently working?

    Yes

    No

    If yes, when do you plan to retire?

    If no, how long have you been retired or unemployed?

    3. Do you have a 401(k), 403(b), or employer sponsored plan?

    Yes

    No

    If yes, what do you plan to do with this after you retire?

    4. Do you need liquidity, or do you have sufficient liquidity for your current needs?

    5. What are your goals for your investments? (Please circle one)

    Income

    Accumulation

    6. When do you expect to start withdrawing income from your investments?

  • 7. Do you want to save money on taxes?

    Yes

    No

    What type of strategies are you using right now?

    8. Do you own a business?

    Yes

    No

    If so, are you looking to sell your business in the next five years?

    9. Are you interested in leaving money to your posterity or a charitable foundation after your death?

    10. Are you aware of your parents’ assets?

    Yes

    No

    11. Are you prepared for an emergency, if they are to become incapacitated or pass away?

    12. Are your children aware of your assets?

    Yes

    No

    13. Are they prepared for your passing, or if you become incapacitated?

    14. Do you have long-term care coverage?

    15. Do you own life insurance?

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