Individual Services

No Retirement Plan is complete without a clear set of goals. Your retirement goals will be specific to your needs. But there are some elements that are common to all financial plans. Use the following financial goals reminder to prioritize and record your goals.

Retirement Tip
Don't forget to include the value of your Social Security benefits. To find out how much your benefits will be, call us for a Social Security benefits inquiry form or the Social Security Administration at 800-772-1213

College Planning
Did you know that you have approximately 6,500 days from your child's birth to prepare for this major expense? In calculating what you need, don't forget the effect of inflation.

This Financial Goals Reminder assists you in prioritizing your financial goals and looking at the actual number of years in which you want to accomplish these goals.

Financial Goals Reminder

Date:

Financial Goals (Be Specific):

1.
2.
3.

Time Horizons (When I Want To Achieve Each Goal):

Print this page so that you can refer back to it at any time. Remember, periodic review of any savings plan is necessary, and your plan should be adjusted as changes in your situation, lifestyle, and goals occur. Please email us or call 1-888-424-1533 for more information about how to prepare for retirement.

Thank you for your interest in our business and personal plans. In order to direct your request appropriately, please give us the following information by filling out this form.

Professional Community Advisory Services, Inc.
4075 Hermitage Drive
Voorhees, New Jersey 08043
Tel: 856-424-0103
Toll Free: 1-888-424-1533
Fax: 856-424-0102
E-mail: info@profcommty.com