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Retirement Roadblocks Questionnaire

Please complete the survey and receive one of (3) revolutionary books, “The New Holistic Retirement”, “The No-Compromise Retirement Plan”, or “The New Rules of Retirement Savings” that will change your financial life forever!


(You select which book you would like to receive)

Are you over the age of 55?
Yes
No
Are you currently retired?
Yes
No
Are you concerned with stock market volatility?
Yes
No
Are you concerned about outliving your income?
Yes
No
Does your pension and Social Security cover your monthly expenses?
Yes
No
Are you concerned with rising medical costs?
Yes
No
Do you know about the recent changes to Social Security laws that could affect your taxes?
Yes
No
Do you know about the 2019 Tax Legislation changes including the SECURE Act regarding its provisions and implications, and also the recent changes December 29, 2022?
Yes
No
Do you own a 7702 account?
Yes
No
Do you own a retirement savings plan?
Yes
No
If yes, what type of plan is it (select all that apply)?
Do you know the 18 risks faced in retirement?
Yes
No
Are you currently saving 5% to 15% of your income for retirement portfolio?
Yes
No
Are you aware of the new RMD measures congress is proposing regarding annual-taxable funds?
Yes
No
Would you like to get 6% - 8% return without market volatility?
Yes
No
Choose the book below that you would like to receive:
The New Rules of Retirement Saving
The New Holistic Retirement
The No-Compromise Retirement Plan

Thank you! We appreciate your time.  Please give a few days to process your book selection.  If any questions, please contact us at 404-836-3855 or you may leave us a message below.

3 Revolutionary Books

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EMPOWERMENT

ESSENTIALS, INC

Michelle Parker

TRUSTED ADVISOR

WE ARE

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