Your Financial Future

Where to start? You can contact me to discuss your personal and business financial needs, but you may be more comfortable starting with a self-assessment. To help you, we’ve created a guide to help you clarify and document your intentions to protect your family and/or business.

A Guide to the Future gives you a space to record your important information. It includes sections to record personal financial items such as:
  • Wills and Trusts
  • Bank Accounts, Mutual Funds and Annuities
  • Savings Bonds and Stocks
  • Life Insurance, Health Insurance, Property/Casualty Insurance
  • 401(k), Retirement and Pension Plan information
  • Business Ownership
  • Final Wishes
It will also help you identify those areas of importance in your personal documents that you may have overlooked.
Fill in the areas of the guide that pertain to your individual situation, use the TAB key to move between fields, and print the document. After you complete the guide, please feel free to contact me to review your financial circumstances and discuss your options.
You will need the free Adobe Acrobat Reader to view a PDF.

Ralph J Rotman, CLU®, ChFC®, AEP®, CAP®

Financial Advisor