Financial Documents, Resources & Calculators

Financial Documents

Confidential Questionnaire – The purpose of this financial questionnaire is to assemble a summary view of your financial situation which we will use to ensure the best use of our time together.

What Keeps You Up At Night questionnaire – The purpose of this questionnaire is to identify the areas of concern.

Financial Spreadsheets – Take a snapshot of your finances by entering all of your financial data.

How to fill out your Income & Expenses in the Financial Spreadsheets – Short video that walks you through how to fill out your income & expenses.

Client Profile – This form provides most of the information we need to fill out an application.

Financial Resources

SOFA (Society for Financial Awareness) – I am a regional president of SOFA. Please contact me about our free financial workshops we provide in businesses, nonprofits, associations and churches.

SOFA Information Packet

SOFA interview with Jim Chilton, founder of SOFA

Social Security Administration – This is a direct link to the Social Security official website.

Medicare – This is a direct link to the Medicare official website.

FINRA is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets. – This is a direct link to the Internal Revenue Service official website.

Federal Income Tax Brackets and Rates – Great source for mortgage rates, CD rates, loans and calculators.


Retire Ready or Not Calculator – This is a quick, easy to use calculator that will let you know if you are underfunded, constrained or overfunded for retirement. We highly recommended we use this powerful free retirement calculator.

Required Minimum Distribution (RMD) calculator

Inherited IRA Required Minimum Distribution (RMD) calculator


Are you looking for a financial advisor?  Do you feel confident about your retirement account decisions? Business owner looking for a company 401K plan administrator? Or an athlete or high net worth individual needing long term financial planning advice? Research Financial Strategies can help. We are here to help you design a financial strategy that is molded specifically for you. One that changes as your life changes. Financial investments to help you live worry-free now and in the future.

In our experience, we’ve found that the most successful solutions begin by asking the right questions.
We gain a broader perspective of your goals and the future you wish to create


Retirement Planning


Money Management


401k, 403b, TSP & IRA Rollovers


TSP & Federal Benefits


Life Insurance


Long-Term Care

Today is a Good Day to Start Your Financial Plan

1. We Listen

Our focus is on your life and priorities. Not just your portfolio. That’s why we start by listening and learning about you. Each individual client has different needs and concerns that need to be addressed. We carefully listen to those concerns. We will gain important information that will help us to best serve our clients and help protect their financial futures.

2. Plan

Together we will work to implement the plan that was developed for you. We will keep you constantly updated on what is happening and evolve our plan as your life happens.
Above all, our advisors want to help you meet your goals, even if that means helping you find out what your goals are.

3. We Take Care Of The Rest

We are here for you whenever you need us. Call your Research Financial Strategies Financial Advisor at any time, for any reason. You will always have access to the guidance you need whether it is high tech, high touch or a combination of the two. Your personal Financial Advisor will help you figure out how to pay for life’s great adventures!