- Understanding interest rates, bonds, annuities, and dividend stock investing along with other transition products can be challenging, if not confusing.
- As with most things in life, the first step is often difficult, but securing sound financial advice shouldn’t be left until it’s too late.
- Finding a licensed and knowledgeable resource—it’s the best financial advice you’ll ever receive.
I am an advisor who is not selling any proprietary products or has any sales quotas.
Your Financial Planning
5 Step Process
Gather datafact finder, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies
Establish goalscomfortable retirement, income needs, second home, travel
Analyze Informationmutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis
Recommendationsproduct solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies
Monitor and Updateannual reviews, twice a year email updates, monthly brokerage statements, cirstatements online reporting of your accounts
This financial planning questionnaire (16 page pdf) will help you generate thoughts, questions, and opinions about you personal financial goals and situation.
Pease complete this discovery questionnaire to the best of your knowledge and return it via encrypted email or bring it with you to your appointment.