Creating a Comprehensive Plan | The Schutz Perigo Group

What is Needed to Run a Comprehensive Financial or Retirement Plan for You

Social Security amounts/estimates
Pension information
Investment statements for any accounts not held at Baird
After-tax monthly spending estimate in retirement
Summary of all debt/liabilities
Information on any other assets or income sources
Often times it’s helpful to bring a copy of your most recent tax return to reference during our meeting (not required)

Also, here is a Retirement Fact Finder that it would be helpful if you could please fill out.

Name

Email

Address

Phone

Question

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