FocusStage | Insurance Retirement Investments | Luis Zapata, Financial Advisor in Rancho Cucamonga, CA
  • HOME
  • About
    • FocusStage
    • Our Team
    • Approach
  • Solutions
    • Tax-Free Strategies
    • Lifetime Income
    • Life Insurance Review
    • Social Security Maximization
  • Resources
    • Videos
    • Calculators
    • Articles
    • 3 Types of Money
    • Essential Forms
  • CONTACT
  • HOME
  • About
    • FocusStage
    • Our Team
    • Approach
  • Solutions
    • Tax-Free Strategies
    • Lifetime Income
    • Life Insurance Review
    • Social Security Maximization
  • Resources
    • Videos
    • Calculators
    • Articles
    • 3 Types of Money
    • Essential Forms
  • CONTACT
Essential Forms
Questionnaires and forms to uncover your financial security before, during, and after retirement
Picture
NEW TOOL!
The FocusStage Retirement Engine
5-step online questionnaire that will identify your current cash flow, address your financial concerns, assess your desired financial risk levels, and provide you with an asset allocator
GET STARTED
Wealth Assessment Form
This downloadable, in-depth assessment form will help create Your Personal Wealth Report and will need to be filled out prior to delivering the report. 
​
Download pdf
Picture
Preliminary Assessment Form
This preliminary assessment form will be used to gather some basic information about your current income, assets, and other future expenses. Your responses will allow us to determine if we are a good fit in achieving  your financial goals. 
Download pdf
Picture
Cash Flow Questionnaire
Ever wonder where all your money is going? Use this form to help you break down each of your monthly expenses into different buckets. We can use this to help determine your current financial risks. 
Download pdf
Online Version
Picture
Picture

CONNECT WITH US:


IMPORTANT LINKS:



​ABOUT

LUIS ZAPATA
APPROACH
CONTACT



​VIDEOS

​CALCULATORS

ARTICLES

FORMS

LOCATION:


FocusStage
10950 Arrow Route #2692
Rancho Cucamonga, CA 91729

Tel: (909) 944-9421
Fax: (909) 297-3233

luis@focusstage.com

Luis Zapata, Financial Advisor in Rancho Cucamonga, CA © 2018 FocusStage | Financial & Insurance Solutions. All rights reserved.