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2065 Wealth Management
Annual Review Checklist
Name*
Email Address*
Cell Phone*
It's been a while. Let's connect and make sure you're on track. Please let us know what's changed since we last spoke, as well as topics you'd like to discuss.
Since our last review, I've:
Changed my address Retired Entered a new Business/Occupation Had/adopted a child, or am expecting Bought a home/Sold my home Change in health Change in marital status Changed will / Made out a will Changed Beneficiaries Acquired Group Insurance Quit Smoking Dipping Vaping OtherI'd like to discuss:
Comprehensive fee-based financial planning My investments Retirement planning IRAs/pensions College education planning Life insurance, disability insurance and long-term care insurance Insurance for my spouse / child Retirement rollover options Estate planning OtherWhat's the best way to connect? I can:
Call you - we'll discuss it over the phone or schedule a time to meet. Email you - to schedule a meeting time.Thanks for your trust and your business.
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Thank You. We will be in touch soon.
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