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

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Matt Leatherwood, CFP®, CPWA®

MS – Financial Planning

Financial Advisor

MLeatherwood@

713-973-3844

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