Retiree Discovery Questionnaire

Truesdell Wealth, Inc.

Investment and Wealth Advice and Management

A true fiduciary-based investment advisor

Retiree Discovery Questionnaire

Comprehensive Financial Planning Information

First Name *

Middle Name

Last Name *

Date of Birth *

Social Security Number

Driver's License Number

Street Address *

City *

State *

ZIP Code *

Date of Residence

Email *

Cell Phone *

Landline

First Name

Middle Name

Last Name

Date of Birth

Social Security Number

Driver's License Number

Cell Phone

Overall Health Status

Tobacco Use

Current Medications/Health Conditions

Lifestyle & Activities

Primary Financial Goals

Financial Concerns

Legacy Planning Goals

Retirement Date (if not already retired)

Estimated Years in Retirement

Track all your important professional relationships, medical providers, and home service contacts