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Before Your Initial Consulation:

The Retirement DIET Plan™ Questionnaire

Our trademarked Retirement DIET Plan™ process is designed to help our clients live their retirement without any death bed regrets. It’s focused around the 4 most important areas of financial planning. It would be most beneficial if you completed this brief questionnaire prior to your initial consultation with Ifasi Financial Group.

The Retirement Diet Plan Questionnaire

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Step 1 of 4

Your Name:*
Spouse's Name:

DISTRIBUTION PLANNING

Please select the option indicating your level of concern in the following key areas:
Having enough income to last the rest of your life
Having your retirement income be guaranteed
Making sure your spouse has enough income in the event of your death
Making sure your spouse has enough income in the event of your death
Having a plan to maximize the amount I’m getting from Social Security
Having a plan to guard against losing buying power to inflation

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