Social Security & Medicare Planning

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401K / 403B / Pension / IRA Pre Q Discovery Form

Personal Details:
Personal Income:
Spouse Details:
Spouse Income:
DEBT:
ASSETS:
Savings / CD
Real Estate:
Primary Residence
Investment Property

Optimized Retirement Pre Q Discovery Form

Personal Details:
Personal Income:
Spouse Details:
Spouse Income:
DEBT:
ASSETS:
Savings / CD
Real Estate:
Primary Residence
Investment Property

Commercial Lending Pre Q Form

********** NOTE: Partial Interest Only loans have an initial IO period, followed, by a fully amortizing period until maturity. The initial IO period generally depends on the Rate Type. 5/6 ARM = 5 years 7/6 ARM = 7 years 10/6 ARM & 30 YR FRM = 10 years" **********