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Retirement Income & Risk Assessment

TRIANGLE FINANCIAL STRATEGIES | RESOURCES

4 Simple Steps

First name*

Last name*

Email*

Current Age; Number of Years Before Retirement; Currently Retired*

Retirement Account Balances*

Dollar Amount You Contribute Annually; Employer Contributes Annually*

Dollar Amount Withdrawn Annually; Annual Lifestyle Expenses*

All information is kept confidential and private.

2920 Denson Rd.
Willow Spring, NC 27592

Phone: 919-228-9665 | Email: info@trianglefinancialstrategies.com

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Please note that Sean Ruehl and Triangle Financial Strategies can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation.

Sean Ruehl and Triangle Financial may be able to identify potential retirement income gaps and may introduce insurance products such as a fixed annuity as a potential solution.

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Please note that Sean Ruehl and Triangle Financial Strategies and their representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

© 2024 Triangle Financial Strategies. All Rights Reserved.

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