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Akshay.Gupta@lpl.com
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Custom Form
First Name
Last Name
Email
Phone Number
Address
Current Age
Marital Status
Please Select One
Single
Married
Widowed
Separated
Divorced
Other
Please provide the financial information for both you and your spouse
Spouse's First Name
Spouse's Current Age
Ideal Retirement Age
?
The age at which you would like to retire and no longer work full-time.
Spouse's Ideal Retirement Age
?
The age at which your spouse would like to retire and no longer work full-time.
Ideal Retirement Yearly Income
?
The annual income you would like to have during retirement to maintain your desired lifestyle.
*In today's money, we will take care of inflation
Studies show that households usually spend 80% of what their current yearly expenses are. For example, if your current living expenses are $100k a year, your estimated yearly retirement expenses would be $80k
Current Yearly Income
?
Your total annual income from all sources including salary, bonuses, investments, and other income.
Spouse's Current Yearly Income
?
Your spouse's total annual income from all sources including salary, bonuses, investments, and other income.
Current Monthly Expenses
?
Your household's total monthly spending including housing, food, transportation, utilities, entertainment, and other expenses.
Retirement Assets
?
Includes 401(k)s, IRAs, pensions, or other retirement accounts.
How many retirement accounts do you have?
0
1
2
3
4
5+
Enter total number of accounts
Taxable Assets
?
Investments outside retirement accounts, like brokerage accounts, stocks, mutual funds.
How many taxable accounts do you have?
0
1
2
3
4
5+
Enter total number of taxable accounts
Cash in Bank Account
?
Your current balance across all personal checking and savings accounts.
How many bank accounts do you have?
0
1
2
3
4
5+
Enter total number of bank accounts
Real Estate Investments
?
Market value of real estate you own.
How many real estate properties do you own?
0
1
2
3
4
5+
Enter total number of properties
Do you currently have term insurance?
?
Term life insurance pays a benefit if you pass away within the policy term.
Yes
No
Do you have a trust?
?
A trust is a legal entity that holds assets on behalf of beneficiaries.
Yes
No
Are you interested in Private Equity opportunities?
?
Private equity refers to investments in private companies not listed on public exchanges, often involving higher risk and return potential.
Yes
No
Additional Comments
Please share any additional information that can help us better understand your financial situation, goals, or specific needs for retirement planning.
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