FREE – NO Obligation – Financial Plan Offer

Stock Market Performance Changed Your Financial / Retirement Plan?


Do You Even Have a Financial / Retirement Plan?


Receive James R. Wigen’s FREE 40 page Financial / Retirement Plan and see if you are on track to Retire when you want & be able to fulfill your Retirement dreams!


James FREE Financial / Retirement Plan includes:


  • Summary – Your Current Situation, Your Goals, Planning Details, Retirement Analysis, Actions


  • Age at Retirement Analysis – See if you can afford to Retire at your desired Retirement age


  • Annual Contribution Analysis – See if you are investing enough each year to get into & through Retirement


  • Annual Investment Return Analysis – Pre / Post Retirement Returns needed to meet all your Retirement Goals


  • Asset Allocation Graphs – For all of your investment accounts based on your Retirement Goals, Your Current Asset Allocation & Suggested Asset Allocation (Total Return)


  • Cash Flow Summary – Earned Income, Social Security, Qualified Plans, Investment Additions, Personal Living Expenses, Planned Debt Expenses , Education Expenses, Planned Deposits, Misc. Expenses, Taxes


  • Retirement Capital Analysis – Retirement Spending Needs, Social Security, Pension Income, Education, What Age You MAY Run Out of Money


  • Insurance Summary – Analysis, Term, Whole-Life, Universal Life


  • Survivor Needs Analysis – Suggests Additional Life Insurance Coverage if Needed & How Much Additional would be Needed, Helping You Avoid Over-Insuring Your Family & Paying High Premiums


  • Disability Income Insurance – Investment Income, Investment Assets, Retirement Assets, Spouse’s Salary, Pension Income, Changes in Living Expenses, Inflation, Education Needs, Taxes, Social Security Disability Benefits, Employer Disability Benefits


  • Long-Term Care Needs – Long-Term Care Defined, Long-Term Care Need Analysis, Long-Term Care Unprotected Need


  • Estate Planning – Current & Alternative Analysis, Net Worth Statement, Tax Estimate


You can preview the Financial Plan questionnaire by looking at the bottom of the screen under James R. Wigen Books.  You will have the option to print out the questionnaire, complete the forms, scan & email the file to [email protected]

The information you provide James R. Wigen of Wigen Financial Services, LLC, in order for James to complete your FREE Financial / Retirement Plan, will NEVER be shared with anyone other than James. You have James guarantee!

If you choose not to print out the questionnaire after previewing it from below, Please complete the following information so James can provide you a questionnaire for your FREE Financial / Retirement Plan or email James at [email protected]  

James R. Wigen Books :

The Truth About Your Credit Scores
The Truth About Your
Credit Scores
Your Financial Lifecycle
Your Financial Lifecycle
Financial Plan Questionnaire
Financial Plan Questionnaire
Sample Financial Plan
Sample Financial Plan