Retirement Review Forms
The Conversations & Resources are always Free
Sunny Skies Ahead
Complete/Provide the requested information so an accurate review can be completed for you.
Cash-Flow Worksheet
If you are uncertain of your expense needs, use this PDF worksheet with expense details.
Social Security Earnings Report
Provide me with a copy of your most recent Social Security statement (Full Earnings Report). To get information: Create a “My Social Security” account click here. Follow instructions to download your PDF copy. If any problems setting up or logging in click here.
Send them via:
email: agent-advocate@garysquier.com
fax: (973) 352 – 6622
mail: 2 Ryan Lane, Pompton Plains NJ 07444
Medicare Review
Follow the link below and complete the “Medicare Review Request” form so I can put together your Medicare review. The information is needed so an accurate review can be completed.