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By providing us a brief snapshot of your financial objectives we can begin to recommend customized solutions to help you live your dreams. Please rate the importance of each of the following objectives:

Maximizing Retirement Income High Medium Low *

Consolidating IRAs and 401(k) accounts High Medium Low *

Retiring Early High Medium Low *

Minimizing income taxes High Medium Low *

Maximizing current / future income High Medium Low *

Simplifying monitoring of investments / consolidating accounts High Medium Low *

Enhancing investment returns / reducing portfolio risk High Medium Low *

Saving for education (yourself, children, grandchildren, dependents) High Medium Low *

Supporting a favorite charity or educational institution High Medium Low *

Providing for long-term care on your terms High Medium Low *

Transferring wealth (estate planning) High Medium Low *

Minimizing Estate taxes High Medium Low *

Providing support for a relative or dependent High Medium Low *

Upgrading and consolidating insurance protection High Medium Low *

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