You can type your answers and remarks on this form. Note that you can take a break at any time by clicking on  “Save and Continue” at the bottom of each form page.

The completed questionnaire, including any additional remarks you make at the bottom of each page, is enough data to create your initial retirement plan. At that time, we will set the data into your password-protected online plan account at MoneyGuidePro. As you grow more familiar with your plan and our suggestions, we hope you will elect to continue a long and useful relationship with Fountain Strategies.

(Please note that there is no fee until you have read our response and feel ready to continue, at which time you can proceed to the Agreement and Payment steps).

1 Personal Information
2 Retirement Age & Living Expense
3 Lifestyle Goals
4 Social Security Benefits
5 Retirement Income
6 Investment Assets
7 Life Insurance
8 Risk Tolerance Score
9 Summary
  • 1. Personal Information

  • Personal Information: Co-Client

  • Children, grandchildren or any other participant

  • Additional remarks for this page (optional)