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Tax-Smart Asset Map — Arens Wealth Partners

Tax-Smart Asset Map

Client Info

Primary Client Name

Co-Client Name

DOB (Primary)

DOB (Co-Client)

Retirement Date (Primary)

Retirement Date (Co-Client)

Notes

Monthly Income

Working Income (Primary)

Working Income (Co-Client)

Social Security (Primary)

Social Security (Co-Client)

Pension (Primary)

Pension (Co-Client)

Other Income (Primary)

Other Income (Co-Client)

Total Monthly Income$0

Total Retirement Income$0

Add Asset

Account / Asset Type *

Owner / Registration

Amount *

Institution

Allocation Chart

Asset Overview

Taxable

$0

0%

Tax-Deferred

$0

0%

Tax-Free

$0

0%

Grand Total

$0

Taxable

$0

No assets yet

Tax-Deferred

$0

No assets yet

Tax-Free

$0

No assets yet

Important Information

This tool is intended to provide general, educational information and a high-level overview of a client's financial situation based on information and assumptions provided by the user. Results may vary based on individual circumstances. This tool is for illustrative and informational purposes only and does not constitute a recommendation, solicitation, or offer to buy or sell any security. The information presented is not intended to provide tax, legal, or accounting advice. Frank A. Arens is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Tax-Smart Asset Map

Client Info

Monthly Income

Add Asset

Allocation Chart

Asset Overview

Generate Client Report — Arens Wealth Partners