COMPLIMENTARY
RETIREMENT FINANCIAL PLAN

Unlock your financial potential with a personalized financial plan from Matthew James.
Our comprehensive, holistic approach considers your goals, assets, and dreams, providing
you with a roadmap to financial success. Discover how our custom designed strategies
can secure your future.

Take our 3-minute questionnaire and we’ll design your complimentary Retirement Financial Plan.

AGE AT WHICH YOU'D LIKE TO RETIRE

YOUR AGE

FIRST NAME

LAST NAME

HOW MANY KIDS YOU HAVE:

RISK TOLERANCE: WITH WHICH LEVEL OF MARKET FLUCTUATION ARE YOU COMFORTABLE?

WHAT IS YOUR DESIRED MONTHLY INCOME DURING RETIREMENT?

ANNUAL INCOME

DO YOU HAVE A PENSION?

HOW MUCH?

DO YOU HAVE A 401[k]?

HOW MUCH?

DO YOU HAVE AN IRA?

HOW MUCH?

DO YOU HAVE A ROTH IRA?

HOW MUCH?

DO YOU HAVE NON-QUALIFIED INVESTMENTS? * Non-Qualified Investments do not include IRA’s, 401k’s, SEP, Simple IRA’s or 403b’s, they are investments that report a 1099 each year of dividends, interest, and capital gains.

HOW MUCH?

DO YOU HAVE A SAVINGS ACCOUNT?

HOW MUCH?

DO YOU RENT OR OWN YOUR HOME?

HOMEOWNER: WHAT'S YOUR HOME WORTH?

HOMEOWNER: REMAINING MORTGAGE BALANCE?

HOMEOWNER: YOUR MORTGAGE PAYMENT

WHAT DEBTS ARE YOU PAYING OFF? [MULTI-SELECT]

CREDIT CARD REAL ESTATE [OTHER THAN HOME] STUDENT LOAN CAR OTHER NONE

DEBT PAYOFF BALANCE

DO YOU OWN ANY OF THE FOLLOWING TYPES OF INSURANCE?

LIFE INSURANCE LONG-TERM CARE INSURANCE DISABILITY INSURANCE

ZIP CODE

PHONE [NO DASHES]

YOUR EMAIL

ACKNOWLEDGEMENT

BY SUBMITTING MY INFORMATION, I AGREE TO GIVE MATTHEW JAMES TAX & WEALTH MANAGEMENT PERMISSION TO CONTACT ME WITH MY COMPLIMENTARY RETIREMENT FINANCIAL PLAN.

By submitting my questionnaire information, I agree to allow Matthew James Tax & Wealth Management to contact me [via email or phone] with a response regarding my complimentary Retirement Financial Plan.

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MONEY MONDAYS: ON AIR NOW!

CATCH MATTHEW JAMES TAX & WEALTH MANAGEMENT EVERY MONDAY @ 12PM CST, ON KLFY TV10

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COMPLIMENTARYRETIREMENT FINANCIAL PLAN

WEALTH WEDNESDAYS: ON AIR NOW!

MONEY MONDAYS: ON AIR NOW!

COMPLIMENTARY
RETIREMENT FINANCIAL PLAN