Retirement Planning Quote Request

Please take a moment to complete this brief Quote Request form. All information will remain confidential. Your request will be reviewed and we will respond within two business days

Specializing In Tax-Strategy Planning

RETIREMENT PLANNING
For Businesses and Business Owners
QUOTE REQUEST

Retirement Planning requires us to gather specific information about your business. Retirement Planning means different things to different business owners. The following questions will try to determine your objective(s). Please answer as completely as possible. Call us if you have questions. You can add additional information through the “Feedback” page.

Name:

Phone Number:

E-Mail Address:

State:

Zip Code:

Name of Business:

Number of Employees:

What does the business do?

Where is business located:

How Long in business:

Type of Business:

If Busines type is Corporation:

If C-Corp, Please provide retained earnings:

If Partnership:

Number of Partners
Number of 'Silent' Partners

What type of plan do you wish to consider?

Does the business want a plan that:

What % of payroll is the business willing to contribute?

What is business' Annual Payroll?

Does business have a current plan?

No Yes

If you currently have a retirement plan, please complete the following:

Type:
When Established:
Reason for change?

Who are the key people the business wants to include in the plan?

Name or ID	Age / DOB	Gender	Tobacco User	Ownership %	Salarly

Other Information we should know:

Fax Number:

Best time to call:

Business Owner Planning Needs

Click here to review other important retirement plan information