Participant Questionnaire

Smart Counsel

Please take a few minutes to fill in the below data as best you can. Estimates are fine!

- Brouwer & Janachowski

 

Today's Date *
Today's Date
Name *
Name
Partner, Associate, Management. Practice area if applicable.
Spouse's Name
Spouse's Name
If applicable
We need this to estimate time in retirement, social security information etc.
Estimate of current year, if possible.
$
Last quarter end; estimate is fine
$
Your contribution and any match.
$
Include % Equities, % Bonds, and % Cash. Also % in International and US mid and small caps, if known.
Partners Pension Plan or Cash Balance Plan
$
$
Include stocks, bonds, mutual funds, ETFs etc.
$
$
$
$
$
Estimate if known. Or we can provide.
$
Usually a lifetime income from a pension plan from current or past employers
$
$
Anything else? Retirement goals, specific issues you would like to discuss?