Data Gathering

Do You have a financial advisor?

Do you have a living trust?

Do you have a will?

Do you have income from Real Estate?

Do you have an attorney? If yes, provide name:

Do you have an accountant? If yes, provide name:

Do you expect to care for a parent/child?

Do you expect an inheritance?

Do I have enough money to retire?

Will my money last through retirement?

Am I currently saving enough money for retirement?

Help me understand my 401(k) plan.

Help selecting my 401(k) choices.

Analysis of my current portfolio.

Which is best for me—having a will or
a living trust?

How to protect the assets I leave to heirs from divorce, creditors and nursing homes

How can I reduce my federal and state income taxes?

Is long term nursing care right
for me?

How can I maintain my current lifestyle with rising health care costs?

Having a contractual exit-strategy to minimize losses in bad economic times.

Having a contractual profit-taking strategy to capture gains in good economic times.

Other concern(s) not listed.
(If so please list:)

Home Value

Select Ownership Type

2ndProperty Value

Select Ownership Type

3rd Property Value

Select Ownership Type

TOTAL Mortgage(s)

TOTAL Home Values