Retirement Analysis – Young Wealth Management

Amounts in Banks, Savings & Loans, and Credit Unions (NON-IRA)
How many Non-IRA Bank Accounts do you have?
Name of Bank #1
Type of Account
Maturity Date
Interest Rate
Approximate Balance
Name of Bank #2
Type of Account
Maturity Date
Interest Rate
Approximate Balance
Name of Bank #3
Type of Account
Maturity Date
Interest Rate
Approximate Balance
Name of Bank #4
Type of Account
Maturity Date
Interest Rate
Approximate Balance
Name of Bank #5
Type of Account
Maturity Date
Interest Rate
Approximate Balance
* At Young Wealth Management, we take the issue of privacy very seriously. We want to assure you that we protect your security, privacy and confidentially regarding any information that you share with us.

Brokerage Accounts, Mutual Funds, Stocks, and Bonds
(Please provide the most recent statement/report)
Account Holder
Name of Brokerage Firm or Mutual Fund
Approximate Market Value
New Line - Brokerage Line 2
- Add Another Line
Account Holder
Name of Brokerage Firm or Mutual Fund
Approximate Market Value
New Line - Brokerage Line 3
- Add Another Line
Account Holder
Name of Brokerage Firm or Mutual Fund
Approximate Market Value
New Line - Brokerage Line 4
- Add Another Line
Account Holder
Name of Brokerage Firm or Mutual Fund
Approximate Market Value
New Line - Brokerage Line 5
- Add Another Line
Account Holder
Name of Brokerage Firm or Mutual Fund
Approximate Market Value
New Line - Brokerage Line 6
- Add Another Line
Account Holder
Name of Brokerage Firm or Mutual Fund
Approximate Market Value
New Line - Brokerage Line 7
- Add Another Line
Account Holder
Name of Brokerage Firm or Mutual Fund
Approximate Market Value
*At Young Wealth Management, we take the issue of privacy very seriously. We want to assure you that we protect your security, privacy and confidentially regarding any information that you share with us.

Life Insurance
(Please provide policy documents and latest statements)
Insured
Name of Company
Type of Insurance
Cash Value
Death Benefit
New Line - Life Insurance 2
- Add Another Line
Insured
Name of Company
Type of Insurance
Cash Value
Death Benefit
New Line - Life Insurance 3
- Add Another Line
Insured
Name of Company
Type of Insurance
Cash Value
Death Benefit
New Line - Life Insurance 4
- Add Another Line
Insured
Name of Company
Type of Insurance
Cash Value
Death Benefit
Will or Trust?
- Yes
- No
Up to Date?
- Yes
- No
Updated On:
MM slash DD slash YYYY
*At Young Wealth Management, we take the issue of privacy very seriously. We want to assure you that we protect your security, privacy and confidentially regarding any information that you share with us.

Social Security
Primary Social Security
@ 62:
@ FRA
@ 70
Spouse Social Security
@ 62:
@ FRA
@ 70:
(Please provide latest statements - accessible at https://secure.ssa.gov/RIL/SiView.action)
Pensions, or Other Streams of Income
Account Holder
Source
Monthly Amount
New Row - Pensions 2
- Add Another Row
Account Holder
Source
Monthly Amount
New Row - Pensions 3
- Add Another Row
Account Holder
Source
Monthly Amount
(Please provide policy documents and latest statements)

Other Assets
Approximate value of Person Property (Household goods, Jewelry, Cars, Etc.):
Other Assets/Liabilities (Both Present and Future):
Please list your Primary Financial Concerns & Goals:
Approximate Monthly Income: (what hits your banking after taxes, etc.)
Approximate Monthly Expenses: (Please include regular bills and all entertainment/fun)

Appointment Checklist
Make sure you have the following items for your financial evaluation
- Annuity Statements
- Mutual Fund Statements
- Last Year's Tax Returns
- Retirement Account Statements
- Brokerage Account Statements
- Life Insurance Policies and Statements
- Social Security Statement
*At Young Wealth Management, we take the issue of privacy very seriously. We want to assure you that we protect your security, privacy and confidentially regarding any information that you share with us.

Retirement Strategy Analysis