Client Inquiry Form | Life Associates

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Life Associates, Financial Planning, Retirement Planning, Life Insurance, Long-Term Care Insurance, School District Employees, Medicare Insurance, United States

CONTACT US

LET'S HAVE A CONVERSATION

How can we address your financial concerns?

Please take a moment to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may concern you.

FINANCIAL BASICS

How Do I Eliminate Mortgage Debt?

How Do I Keep My Records Safe & Organized?

How Do I Budget Better?

How Do I know How Much Life Insurance I Need?

Should I Have Term Life Insurance or Permanent Life Insurance?

How Do I teach Little Kids About Money?

How Do I Save For My Children’s Education?

Do I Need Long Term Care Insurance?

How Can I Create Tax Free Income?

RETIREMENT

Will my money last through retirement?

What Are My Retirement Income Options?

How Do I Reposition My 401k/403b/IRA So It Is Protected Against Loss?

When I Retire Should I Leave My Retirement Plan With My Former Employer?

How Do I Claim Social Security And What Is The Best Age To Claim It?

How Do I Apply For Medicare & Which Options Are Best for Me?

I Am Retiring Soon, What Do I Need To Do To Prepare?

SCHOOL DISTRICT EMPLOYEES

How Much Will I Receive From TRS/CTPF?

What Are My Retirement Options?

What Is The Pension Gap and How Do I Close It?

What Should I Do With My 403b/457 When I Retire?

Can I Continue Working After Retirement?

What Is My Defined Benefit Supplemental Account?

LIFE EVENTS

How do we manage our finances after getting married?

What happens to my 401(k) when I change jobs?

What are my options if I am laid off?

I am getting divorced. What happens to my assets?

How do I help my recent college graduate transition into the workforce?

What do I do when a loved one dies?

Thanks for submitting!

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CONTACT US

LET'S HAVE A CONVERSATION

How can we address your financial concerns?

CONTACT US TODAY FOR A NO-OBLIGATION FINANCIAL REVIEW!