Cambridge Financial Partners NATCA ATC planning questionnaire.

Welcome to the Cambridge Financial Partners NATCA ATC planning questionnaire.

Now that you’re retired, let’s make sure you can stay that way!

Please take a few minutes to fill this out and send it back. We will be in touch to discuss your continuing retirement strategy with the goal of potentially keeping you on the “Road to 100” – at 100% of your take-home pay throughout your retirement.

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Your Name *

Would you like to include your Spouse in the plan? *

• Yes
• No

Does your spouse have income or a pension? *

• Yes
• No

If yes, how much (monthly gross income)?

For how long will this income last (Months / Years / Lifetime?)

How much TOTAL MONTHLY HOUSEHOLD NET income do you want throughout your retirement? *

Current Monthly Gross FERS Pension Amount *

Current Monthly Gross Retirement Annuity Supplement (RAS) Amount

Your Age 67 Social Security Amount *

Your Spouse's Age 67 Social Security Amount *

At what age do you plan on taking Social Security? *62626364656667686970

Current TSP Balance (if you have any assets still in TSP)

Other than your retirement investment accounts with Andrew Hudson, do you or your Spouse have any other investment accounts? (CDs, IRAs, Roth IRAs, JTWROS, etc.) *

• Yes
• No

If Yes, what types of accounts and what are the BALLPARK balances?*

Would you like to see a second version of your plan that includes Long Term Care coverage using your existing assets? (No out-of-pocket costs)

• Yes
• No

Submit Questionnaire