Custom Financial Analysis

Please take some time to fill out our form. The more information you can give us, the better we can analyze your current situation and provide solutions.

Family Information
Personal Questions
  1. Do you have a Financial Advisor?


  3. Do you have a living trust?


  4. Do you have a will?


  5. Do you have Power of Attorney?


  6. Do you have Power of Health Care?


  7. Do you have income from real estate?


  8. Do you have an attorney?


  9. Do you have an accountant?


  10. Do you expect to care for a child or parent?


  11. Do you expect an inheritance?


  12. Any problems with stockbrokers?


  13. Do you have long term care protection?


Financial Planning Objectives
  1. Rank the following according to your level of concern.
  2. (1 is not concerned 10 is very concerned)
  3. Out Living My Money










  4. Reducing Current Income Taxes










  5. Increasing Current Income










  6. Estate Planning










  7. Maximum Growth










  8. Combined Growth & Income










  9. Safety of Retirement Money










  10. Safety of Non-IRA Money










  11. Long Term Care










  12. Financial Planning










  13. Lowering My Medicare Supplement Premium










Please respond with EACH of your opinions.