The best way to get started on planning your successful retirement is to list all financial information in order to develop an action plan. No need to list account numbers, social security numbers or any identifying information regarding your financial status. Don’t even
list your name. All clients have a separate identification code number in order to preserve anonymity Just complete the attached fact finder as accurately as possible so that we can review your information during a Zoom call and begin to calculate your chances of attaining your retirement goals.

Simmons Rohs Associates

7 Delray Lane
Abescon, NJ 08201
(609) 226-8548
peter@yourtime2retire.com

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