Get Ma Centerpoint Advisors Financial Planning Questionnaire 2020-2025

The MA Centerpoint Advisors Financial Planning Questionnaire is a vital tool that helps assess your financial situation and goals. Completing this questionnaire online enables you to provide detailed information, allowing us to develop a personalized financial strategy tailored to your needs.

Follow the steps to efficiently complete the online questionnaire.

1. Press the ‘Get Form’ button to access the financial questionnaire and open it for completion.
2. Begin by filling out the personal information section, which includes today's date, your full name, age, date of birth, and retirement age. Ensure that your contact information is accurate, including your mailing address, telephone number, and primary email.
3. Move on to the risk section. Evaluate your investment attitude and experience by selecting from various options such as 'very conservative' to 'very aggressive' for both investment attitude and experience.
4. In the insurance section, provide annual statements for all insurance policies and details for permanent and term life insurance, long-term care insurance, and cash values.
5. Next, input your income details. Include your annual earned income, increase rate, contributions to qualified plans, employer match, and any deductions such as federal income tax and annual net income. Attach copies of your recent pay statement and tax return.
6. For pension and social security, fill in anticipated amounts, starting age, and any survivor benefits. Establish accounts for accessing your social security benefit statements online and provide the necessary information.
7. List your assets, including liquid cash assets, property, investments, and personal assets like your primary residence, automobiles, and collectibles. Record details such as current market values and ownership.
8. Estimate your monthly or annual expenses in categories like personal property, household, health insurance, and other expenses. Utilize the Expense Budget Worksheet as needed.
9. Detail any anticipated additional future income or expenses, including property sales or other major expenditures with specifics on timing and amounts.
10. Provide comprehensive details for any outstanding mortgages or loans, including origination details and any extra payments being made.
11. List anticipated family care expenses for support of special needs or elderly family members and include anticipated education savings and funding for education.
12. Finally, include contact information for professional advisors such as your CPA, estate attorney, and insurance agent.

Complete the MA Centerpoint Advisors Financial Planning Questionnaire online today to facilitate your personalized financial planning.