Might you benefit from a Tax Free Cash Flow Plan?

Please take a moment to answer the questions below. I will review your information and get back with you to discuss. If you would like to go ahead and set a time for a phone call you can do so from my schedule a meeting page:

Can you benefit for a Tax-Free Solution?

Full Name

Email*

Age

How many years until you retire?

I will retire in 10 or more years

I will retire in 0-9 years

I am retired now

Amount of Your Annual Retirement Contributions:

Amount matched by Your Employer (Dollar amount or Percent).

Annual Taxable Income 2016

Federal Taxes Paid 2016

Will 2017 be similiar in terms of income and taxes?

Yes

State

Mobile Phone

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"Securities offered through SCF Securities Inc., Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc. 155 E. Shaw Ave. Suite 102, Fresno, CA 93710 • Call (800) 955-2517 • Fax Call (559) 456- 6109. Neither SCF Securities Inc. nor SCF Investment Advisors Inc. are affiliated with Integrated Life and Financial Planning". This website is for informational purposes only and should not be considered a solicitation by Integrated Life and Financial Planning to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which ILAFP has not complied with any registration or filing requirements. As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. Integrated Life and Financial Planning assumes no liability for transactional messages sent through this system. For additional information about Jerry Bergner, you may visit Broker Check.