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Thank you for scheduling your consultation

Please feel welcome to come with any questions or ideas. In the first meeting, we will learn more about you and your goals, then talk to you about our process. Between the first and second meetings, we do a full analysis of where you are currently to see what areas we can improve in. Because of this, please either come with or be prepared to send the following documents virtually (securely over or

  1. Recent pay stub(s) so we can accurately calculate current income.

  2. Current balances of any Retirement Accounts which are specifically earmarked for retirement including IRAs, 401Ks, brokerage statements, mutual funds, stocks, variable annuities, fixed annuity contracts, etc. Also, make sure to include cash on hand and/or emergency fund balances.

  3. Most recent copies of any personal insurance statements including life insurance, long term care, and disability income insurance. 

  4. A recent Statement(s) of Benefits from the Social Security Administration. If you do not have your statement(s), please log on to and click “My Social Security” to create an account. If you already have an account, you should be able to download your most recent statement. If you have further questions please call the Social Security office toll-free at 1-800-772-1213.

  5. Insurance or pension benefits provided by your employer, if any. This may include health, life or disability income insurance policies, along with any pension benefit statements. Please make sure if you have a pension that you have the pension benefits available. This information can be obtained by contacting your pension plan. 

  6. Most recent tax return (state and federal). We will need your total itemized deductions and personal exemptions.


The above items are utilized in creating your retirement income analysis and any original documents will be returned for your records. Remember you will receive a personalized analysis.


If you have any questions, please do not hesitate to call my office at (202) 596-1319


Best regards,

Justin Marcus

Founder & CEO

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