Download the free Investment Account Organizer — a complete personal financial record in one Excel workbook. Ten tabs covering pre-tax accounts, Roth accounts, brokerage, insurance, annuities, Social Security, beneficiaries, net worth, and an annual review log.
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Investment Account Organizer
A complete personal financial record in one professionally formatted Excel workbook. Ten color-coded tabs covering every account, every policy, Social Security, beneficiaries, net worth, and 20 years of annual review history.
Free Planning Tool — No Sensitive Data Required. American Retirement Pros is an independent licensed insurance firm and is not affiliated with, endorsed by, or connected to any government agency or financial institution. We do not collect Social Security numbers, account numbers, passwords, or login credentials. NPN 21007003 / 21039650.
What's Inside the Organizer
- 10 color-coded tabs covering every account type — 401(k)s, IRAs, TSP, Roth, brokerage, insurance, annuities, and more
- Beneficiary tracker for all accounts and policies
- Net worth summary with tax-bucket breakdown (deferred, tax-free, taxable)
- 20-year annual review log to track your portfolio over time
- Social Security & pension tracker
You fill it out privately on your own computer — we never see your account details unless you choose to share them.
Get Your Free Organizer
Enter your name and contact info and we'll send you the organizer plus a personalized retirement readiness checklist.
🔒 Your information is private and never shared or sold.
✓ You're all set!
Your Investment Account Organizer is on its way to your inbox. While you wait, you can download it directly below — fill it out privately on your own computer at your own pace.
⬇ Download Organizer (Excel)All your account details stay on your computer. Share only what you choose during your free review.
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