Data Sheets

General Planning

  • Net worth worksheet – This document helps you calculate your net worth by totaling your assets and liabilities.
  • Budget sheet – Open this document to help you itemize and calculate your monthly expenditures.
  • Document checklist – This document highlights the various documents you will need in order to complete the financial planning process.
  • Document Locator – This is the perfect place to list the location of your important papers, accounts and other information needed to help during the financial transition that follows the loss of a family member.
  • Life Insurance Needs Data Sheet – Need an estimate of the right amount of life insurance for your survivors? This data sheet will walk you through the process of making the determination.

Retirement Planning

  • Social Security Fact Sheet – Want to learn more about your Social Security benefits? Open this document for important information regarding Social Security.
  • How Much To Save For Retirement – This document is a simple worksheet to help you estimate the amount you should save for retirement. This estimate should be used as a guideline only. We recommend a detailed Retirement Funding Analysis before making changes to your current retirement savings strategy.
  • IRA Guide – Want to know the differences between a Roth and a Regular IRA? Open this document to learn more about these important tax-advantaged retirement savings programs.

Investment Planning

  • Asset Allocation Style Box – This document gives you information on how investment professionals categorize various investments into groups. Review this document to learn the difference between a Large Cap Value investment and a Mid Cap Growth fund and much more.
  • The Magic Of Compounding – Want to see the impact of saving $100/month? Open this document to view a table highlighting how $100/month can add up to over a million given time and the right interest rate.
  • How To Structure Your Portfolio – This document highlights the Investment Pyramid. By structuring your investments in the manner shown in this document, your portfolio could benefit from the advantages of diversification.
  • Asset Allocation Risk Worksheet – Are you a conservative or aggressive investor? This simple document will help you determine your risk tolerance. Knowing your risk tolerance can be very helpful in determining how to invest your funds.


Securities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through Financial Focus LLC. Financial Focus LLC and Securities America are not affiliated.