Download audit protection program agreement

KENNETH A. PIKOR FINANCIAL
Investments - Retirement - Insurance - Tax
107 Commerce Park Dr. #B Westerville, OH 43082
email: [email protected]
(614) 523-3193
Fax: (614) 523-2302
website: www.kenpikor.com
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Retirement Planning Worksheet
For an effective “Retirement Planning” Session, please have the following information available:
1. Income and Expenses—Current and Anticipated;
2. Insurance: Life insurance policies; Long-term Care policies.
** INCOME **
Income Item
(Annual)
Current
Income (Net)
(Annual)
Anticipated Income
(at Retirement)
(Annual)
Anticipated Income (Age 65—or
when you are eligible for Medicare)
(Annual)
Employment:
Pension:
Other Investments:
Social Security:
Other Income:
Other Income:
** TOTAL:
** EXPENSES **
Expense Item
(Annual)
Current
Expenses
(Annual)
Anticipated
Expenses
(at Retirement)
(Annual)
Anticipated Expenses
(Age 65—or when you
eligible for Medicare)
(Annual)
Rent/ Mortgage payment:
Electric:
Heat/Gas:
Phone/cable/internet:
Water/sewer:
Food:
Credit cards (annual expenses NOT total debt):
Auto – payment (annual expenses NOT debt):
Auto - insurance:
Auto – maintenance/gasoline:
House/Renters – insurance:
House - property taxes:
House – condo fees:
House – Maintenance (lawn/snow removal, etc.)
Medical/Dental/Vision expenses (co-pays,
deductibles):
Prescription expenses:
Long-term care insurance:
Entertainment/vacation/clothing:
Daycare:
Other expense:
** TOTAL:
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and Kenneth A. Pikor Financial are not affiliated.