Retirement Planning Consultation Form Template

Template Instructions

Our retirement planning consultation form template assists financial advisors in gathering essential information for crafting personalized retirement strategies. Our free survey template facilitates an in-depth understanding of clients' current financial status, retirement goals, and investment preferences, enabling advisors to offer tailored advice and solutions. It's an indispensable tool for enhancing the retirement planning process, ensuring clients' visions for their golden years are met with precision. Begin optimizing your retirement consultations by clicking "Use This Template".

10
Questions
Use This Template

Retirement Planning Consultation Form Template

Welcome! Please take a moment to fill out this form so we can assist you in planning a secure and fulfilling retirement.
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*
1.

Let’s start with your basic information.

Name
Name
Email
Email
Phone Number
Phone Number
*
2.
What is your current age?
Under 30
31-40
41-50
51-60
Over 60
*
3.
What is your expected retirement age?
Under 55
55-60
61-65
66-70
Over 70
*
4.
What is your current employment status?
Employed Full-Time
Employed Part-Time
Self-Employed
Unemployed
Retired
*
5.
What is your annual income?
Under $25,000
$25,000 - $50,000
$50,001 - $75,000
$75,001 - $100,000
Over $100,000
*
6.
How much have you currently saved for retirement?
Under $50,000
$50,000 - $100,000
$100,001 - $250,000
$250,001 - $500,000
Over $500,000
*
7.
What are your primary retirement savings vehicles? (Select all that apply)
[Checkboxes]
401(k) or similar employer-sponsored plan
IRA (Traditional or Roth)
Savings Account
Investments (Stocks, Bonds, etc.)
Real Estate
Other (Please specify)
*
8.
What are your retirement goals? (Select all that apply)
[Checkboxes]
Maintain current lifestyle
Travel
Relocate
Leave a legacy (e.g., inheritance, charitable giving)
Other (Please specify)
*
9.
What concerns you most about retirement planning? (Select all that apply)
[Checkboxes]
Not saving enough
Market volatility
Healthcare costs
Inflation
Other (Please specify)
*
10.
What are you hoping to achieve with retirement planning consultation? (Select all that apply)
[Checkboxes]
Better understand my retirement needs
Create a retirement savings plan
Review/update an existing plan
Investment advice
Other (Please specify)
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