Please join us for
Full Name and Date of Birth:
Spouse Full Name and Date of Birth:
Phone Number and Email Address After Retirement:
Estimate Retirement Dates:
City Where You Will Reside in During Retirement:
After-Tax Retirement Spending Estimate from All Sources:
Social Security Estimates for You and Spouse: (Statement obtained at , please break out amounts for you and spouse):
Current Salary and Bonus Estimate for You and Spouse:
Years with Chevron and Legacy Company, if Applicable:
401K/Employee Savings Plan Fidelity Quarterly Statement: (Very important that it is the last quarterly statement. It contains information that is not available on a screen shot or holdings summary)
401K Contribution Percentage:
Chevron Retirement Plan Benefits Web/Benefits Calculation: (Please provide calculator with lump sum, annuity, and RRP options)
Long Term Incentive Plan – Stock Options and Performance Shares: (Grant date, options granted, grant price, etc.)
Outside Traditional or Roth IRA Statements:
Brokerage Accounts & Annuity Statements:
Current Annual Savings Amount in Addition to 401K Contribution:
Savings/Checking:
Additional Income Sources: (pensions, royalties, trust income)
Summary of Existing Debt:
Life Insurance Information:
Property Information: (Estimated market value, mortgage balance, etc.)
Useful Tax Information: (Adjusted gross income, loss carryforward)
Other Useful Info: (Work plans after Chevron retirement, planned large purchases, grandkids’ college expense, health history, etc.)
Rick Pfeil, CFP®, CPWA®, RMA®
Senior Vice President
RPfeil@
713-973-3843
-----------------------
Matt Leatherwood, CFP®, CPWA®
MS – Financial Planning
Financial Advisor
MLeatherwood@
713-973-3844
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