Write down information to submit with any questions, concerns, or specifics you feel comfortable sharing. All information will be kept confidential. Call if you need assistance. We have other questionnaires which are used for analysis in conjunction with our meetings to get all the input necessary to give more specific advice.
Name:
Spouse or other:
Email Address:
Address:
Phone:
Check off your financial priorities:
Reducing income taxes
Protection from inflation
Accumulating retirement capital
Maximum investment growth
Better investment diversification
Keeping funds liquid
Current income from assets
Minimize estate taxes
Adequate life insurance
Reducing life insurance costs
Invested Assets (approximate amounts)
Short-term (savings, checking, money market, cd's, cash)
Intermediate (3-10 years)
Stocks
Funds
Bonds
Other
Long-term (10 years - life)
Non Retirement
Retirement
Stocks
Stocks
Funds
Funds
Bonds
Bonds
Other
Other
Annual income:
Taxes:
Do you have these areas taken care of?
Your wills
Life insurance
Health insurance
Disability insurance
Liability insurance
Long-term care insurance
Do you have a financial/investment plan?
Tax planning is important. Do you use an accountant/CPA?
What general or specific questions do you have?
Would you like to set an appointment here(30 minutes), at home, at work, or a 10-15 minute phone meeting? (No cost or obligation)
