Income Plan

Retirement is not about an age. It is the celebration of your hard work that has brought you to this day. Paradigm specializes in the design and implementation of retirement income plans for clients by delivering each a REALnumberTM, the yearly income needed to support you … for life. Please complete the worksheet below so that we can present you with YOUR REALnumberTM.

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Do you have LTC?
Do you have life insurance?
Do you have any potential significant inheritances?
Do you have any family members that will be financially dependent on you during retirement?
Do you plan to move during retirement – downsize? Second home?
Do you have an estate plan in place with current documents (trust, will, etc)
Do you or your spouse have any significant health issues?
Do you have any special tax circumstances that we should be aware of?
Are you working with an advisor?
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