715 5th Ave. • PO Box 568
Grinnell, IA 50112
641-236-3141 • Fax 641-236-6689
info@ramseyweeks.com

Hours:

Monday - Friday 8 - 5
Saturday 9 - noon

Retirement Planning

Retirement Planning

Planning for retirement can be a complicated task, but a necessary one that can be completed with a little bit of education and forethought. How much money do I need to put into my 401(k), how long will my 401(k) last, can I rely on Social Security, how do I create income from my retirement assets? The key is understanding how all of the pieces that are in place for your retirement fit together. To request your complementary retirement analysis, call or complete the request form below.

Information About You

First Name:
Last Name:
DOB:

 

Information About Your Spouse

First Name:
Last Name:
DOB:

Assets & Goals

Current Annual Income:
Desired Retirement Date:
Current retirement assets:
Retirement income sources (pension, IPERS, etc.):