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Free Retirement Analysis

Interested in learning more about your retirement income needs? Just complete the form below, click on "submit," and FGMK/Preservation Capital Partners will provide a free retirement analysis to help you build the financial future you desire.

FGMK/Preservation Capital Partners maintains a strict privacy policy for all information collected here. For more information, please call us at 847.964.5145.

1. Contact Information

Name:
Phone:
Email:
Age:

What is your primary financial concern?

What are your goals and objectives for this retirement analysis

2. Financial Picture

Net Worth

Assets
Residence (i.e. home)		$
Second Residence (i.e. vacation home)		$
Personal use property (i.e. car, boat)		$
Other Personal Assets (i.e. collectibles)		$
Liabilities
		Outstanding Amount		Interest Rate		Monthly Payments
Mortgage		$				$
Car Loans		$				$
Personal Loans		$				$
Other Debt (Home equity loan)		$				$

Cash Flow

Annual Incomes
		You				Spouse
Household Income		$				$
Other Income (i.e. investments)		$				$
Monthly Expenses
Housing		$
Food		$
Transportation		$
Entertainment		$
Personal (i.e. clothing, hobbies)		$
Other (i.e. child care, travel)		$

3. Retirement Goals and Needs

During retirement your desired annual income (today's $)		$		Inflation (usu. 3%) %
		You				Spouse
Age you retired or expect to retire		$				$
Social Security Eligibility		Yes   No				Yes   No
Estimated Annual Pension Income		$				$
Investment Accounts Towards Retirement (current value)
Non-qualified Accounts (brokerage accounts)		$				$
Monthly Savings (towards brokerage accounts)		$				$
Qualified Accounts (Current Value of IRA and 401K)		$				$
Monthly Savings: Personal		$				$
Monthly Savings: Employer		$				$
Assumed overall rate of return (be as conservative as possible)		$	%