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Michael Fox Insurance
Confidential financial intake

Share your full picture — privately and securely.

The more Michael knows before your meeting, the better he can prepare a thoughtful, personalized plan. Fill out as much as you can — you don't need every number to be exact. Skip anything that doesn't apply. Every field has a "Need help?" tip.

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Upload statements (optional)

Financial intake form

Michael Fox
Michael Fox Insurance

Michael Fox — Licensed Insurance Advisor

Michael Fox Insurance

Phone: 856-676-9358

Email: michaelfox13@gmail.com

michaelfoxinsurance.online

Confidential Financial Intake

Printed June 18, 2026

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1. About you

Basics so Michael can identify accounts, beneficiary rules, and your state's specifics.

2. Spouse or partner

Only if it applies. Joint planning makes a big difference for Social Security and survivor income.

3. Household & dependents

Children, parents, or anyone who depends on you financially.

4. Employment & income

Approximate is fine — round numbers are perfect.

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5. Retirement income — now or expected

The Social Security estimates are the single most useful number for retirement planning.

Don't know your Social Security estimate?

Create or sign in to your free "my Social Security" account — it takes about 5 minutes and shows your monthly benefit at every claiming age (62, 67, 70).

Open ssa.gov/myaccount

You can upload the PDF in the "Statements" section below — or just type the monthly numbers here. Never share your SSN with us by email or in this form.

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6. Monthly expenses & cash flow

A ballpark of what life costs each month — this drives the retirement income number we work backwards from.

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7. Cash & banking

Approximate balances are fine.

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8. Investment accounts (non-retirement)

Anything held at Fidelity, Schwab, Vanguard, Edward Jones, Morgan Stanley, Robinhood, etc.

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9. Retirement accounts

401(k), 403(b), IRA, Roth IRA, SEP — current balances and where they're held.

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10. Real estate & business

Home, rental properties, business ownership.

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11. Debts & liabilities

Total balance, not monthly payment.

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12. Insurance you already have

Carrier, type, death benefit / monthly benefit, and approximate premium. Or just upload the declarations page below.

13. Estate documents

Don't worry if you don't have them yet — this just tells Michael what to coordinate.

14. Your goals

The most important section — this shapes the entire plan.

15. Upload statements (optional but helpful)

Drag in PDFs or photos of recent statements — 401(k), IRA, brokerage, Social Security, pension, insurance policies, mortgage. Up to 6 files, 25MB each.

Drop files here or click to browse

PDF, images, docs — up to 6 files, 25MB each

Privacy reminder: please do not upload documents that show your full Social Security number. If a statement does, you can black it out with a marker before snapping a photo. The carriers and Michael never need your full SSN to start the planning conversation.

16. Confirm & submit

Questions before you send? Call 856-676-9358 or email michaelfox13@gmail.com.

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