What are your main financial planning objectives? Check any life changes that you have recently, or may soon, be experiencing:
Buying a Home
Starting a business
Having a Child
Selling a business
Changing marital status
Changing employment
Receiving an inheritance
Retiring
College Education
Other
Check those that apply and indicate your level of interest.
Protection:
HIGH
LOW
Minimizing the burden of health care costs
Providing for your family in the event of death
Providing for your family in the event of disability
Ensuring your insurance coverage is cost effective
Wealth Accumulation:
Establishing a regular, systematic savings plan
Developing or revising your investment strategy
Providing for your children’s education
Providing for your grandchildren’s education
Retirement Planning:
Investing for a comfortable retirement
Establishing an individual retirement account, simplified Employee pension, Simple IRAs or other retirement plans
Estate Planning:
Making gifts to relatives or charities
Minimizing your estates tax
Business Planning:
Providing for the continuation of your business In the event of deaths, disability or retirement
Providing benefits for your employees
Attracting, motivating and retaining key employees
What are your greatest financial concerns?
01
02
03
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