MAZUMA              

simple steps to a secure retirement

 

"I learned so much and left feeling not only interested but confident I could actually take some action on a subject I prefer to totally avoid.… I urge you to take the time to attend a session – it is free, remember – and then tell all your friends, family, and colleagues."

- Kate Turpin
 

MAZUMA is a member of Senior Services' family of programs

Questionnaire

Short Form

Most of our clients only need to complete our questionnaire's short form. 
It is available for download HERE.

The short form will allow us to help you plan an appropriate asset allocation for your investments. 
 

Long Form
 
Some clients may choose to complete our questionnaire's long form. 
It is available for download HERE.

If you plan to schedule multiple sessions to discuss your savings and investments
with a specialist, you may want to complete the long form, now, so we have all the information we need to provide an in-depth assessment.

On follow-up visits to Mazuma coaches (after your initial visit)...

You may be asked to bring documents the coach will need to view in order to get a more comprehensive or specific view of your finances.  Documents you may be asked to bring include:

• Your most recent pay stub

• Last year's tax returns

• Statements of Accounts (bank, credit card, retirement fund, etc.) 

When your questionnaire is complete, please mail it to us at:

Mazuma
Senior Services
2208 2nd Ave
Seattle, WA 98121