Forms

This Fact Finding Form is the first step in designing a plan that fits your life. By sharing your financial picture, goals, and priorities, you give Joe what he needs to recommend solutions that genuinely support your future.

Retirement Income Security Evaluation (RISE) Score®

Developed by the Alliance for Lifetime Income and LIMRA, the RISE Score® helps you understand whether your retirement income will be enough to cover your essential expenses—and support the lifestyle you want. This simple evaluation highlights any gaps between your projected income and monthly needs, giving you a clearer path to a secure retirement.

This Long-Term Care Questionnaire helps us understand your preferences, health considerations, and financial goals as they relate to future care needs. Your responses allow us to design long-term care strategies tailored specifically to you.

Use this Social Security Quiz to assess your understanding of key concepts such as claiming age, benefits, longevity, and funding. Your results help identify areas for deeper planning.

Ready to move from great to greatest? Complete this form and tell us about your goals. A member of our team will reach out to discuss how Joe’s coaching or training programs can support your next step forward.

If you're interested in learning more about one of our solutions, complete this form and we will get back to you shortly.

To complete the Insurance Agent Disclosure for Annuities, we use this form to understand your goals, financial situation, and comfort level with risk. Your input helps us determine whether an annuity is appropriate for you.

This form provides an organized way to outline your income sources, assets, and monthly or annual expenses. By reviewing this information, we can better evaluate your financial picture and recommend solutions that fit your situation.