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Financial Planning Questionnaire

We appreciate you taking time to provide this information to Linden Thomas & Company. Please use the form below and let us know how we can help you. If you prefer, give us a call or email us at info@lindenthomas.com. We look forward to hearing from you soon.

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Your Name:*

Email Address:*

Contact Number:

We can estimate your social security benefit based on your current income. Please provide your annual income:

If you know your benefit amounts based on information from the Social Security Administration, please enter that amount:

At what age do you plan on retiring?

How much will you need per month to live in retirement (This number should be net, after taxes)?

Will you have other retirement income such as pension, part-time work, rental income, etc.?

YES

NO

If you answered 'YES' to having retirement income, please list each income source. Use the + to add additional sources.

Description

Owner

Monthly Income

Start Year

End Year

Do you have assets held outside Linden Thomas & Company?

YES

NO

If you answered 'YES' to having outside assets, please list those assets, current balances and yearly contributions. This will help us consider your entire investment portfolio. Use the + to add additional sources.

Outside Asset

Current Value

Annual Additions

What are your main concerns when it comes to financial planning (please explain)?

Name

This field is for validation purposes and should be left unchanged.

Linden Thomas & Company

516 N Tryon Street
Charlotte, NC 28202

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Call Now: (704) 554.8150

Toll Free: (877) 554-8150

email us: info@lindenthomas.com

Linden Thomas – 31 National Recognitions