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Name Date of Birth Phone EmailClient: ___________________________ _____________ ______________ _____________________________Spouse: ___________________________ _____________ ______________ _____________________________
GOALS: Client Spouse At what age(s) would you like to retire? _______ _______What are you plans for retirement? (Education Funding? Vacation Home? Weddings?):________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
EXPENSES:Average after-tax monthly spending: $______________Average estimated leftover income after all savings, expenses, and taxes: $______________Comments: ___________________________________________________________________________________________________________________________________________________________________________________________________________
BUSINESS INTEREST/RENTAL PROPERTIES (AS APPLICABLE):Location: _________________________________________________ Ownership %: _______________Entity Type (Sole Proprietorship, LLC, S Corp, C Corp, Partnership): ________________________Estimate or Actual Value: _______________________ Lease Income/Payments: __________________Debt (Balance, Rate, Payment) $________________ ______% $____________________________Do you plan to sell with business? ________________________________________________________________________If multiple, please attach schedules.
WWW.ARGI.NET | 866.568.9719Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. ARGI is not affiliated with, endorsed by, or retained by GE. ARGI and GE
are separate and unrelated companies. ARGI does not have an agreement with GE to provide services to employees.