Financial Questionnaire

Umbrella Policy

Cash Value

80%

RETIREMENT INFORMATION

If you are not already retired, when do you want to retire?

What is your after-tax retirement income goal?

How did you acquire your wealth?

Who else do you rely on for financial advice and decisions?

If something were to happen to you tomorrow, who do you want taken care of?

88%

CONCERNS

Which of the following are your top three concerns?

Losing money in the stock marketPaying too much in taxesBeing unable to afford retirementNot having a reliable income plan for retirementOutliving my/our nest eggStock market uncertaintyLeaving a legacy to children and/or grandchildrenFinancial effects of a catastrophic illness

96%

OBJECTIVES

Please prioritize your financial objectives by numbering the following 1 through 9, with 1 being the most important:

Income-Now Growth Potential Preserve Principal

Guarantees Provided Income Later Reduce Risk

Pass to Beneficiaries Create a Tax Strategy Other YesNo

Get access to our Monthly E-Newsletter!

We make this belief a reality by putting clients first, leading with exceptional ideas, doing the right thing, and giving back.

About Us

Contacts

Visit Us Daily

2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

Have Any Questions?

(770) 746-6511

Mail Us

[email protected]

Connect With Us

Subscribe to our newsletter. Be always in trend!

Investment Advisory services through Georgia Advisory Group LLC. A registered investment advisory firm. Custodian services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC and Non- Bank Affiliate of Wells Fargo and Company. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses. brokercheck.finra.org / www.sipc.org

Have Any Questions?

Visit Us Daily

Have Any Questions?

Visit Us Daily

Financial Questionnaire

CONTACT INFORMATION

SPOUSE DETAILS

FAMILY

Family Hierarchy

LEGAL ITEMS

Which of the following documents do you have?

POLICY

Select Policies:

CASH FLOW

Please list before tax monthly income from each source:

LIFE EVENTS

In the near future, I expect to: (Please check all that apply)

ASSETS

Please check off the accounts you currently hold. Note the approximate value and bring in the latest statement.

Property:

RETIREMENT INFORMATION

CONCERNS

Which of the following are your top three concerns?

OBJECTIVES

Please prioritize your financial objectives by numbering the following 1 through 9, with 1 being the most important:

RISK/GOALS

Please pick the top two for your retirement “nest egg” money.

Risk Tolerance?

How would you describe your investment knowledge?

How would you describe your spouse’s investment knowledge?

Get access to our Monthly E-Newsletter!

About Us

Contacts

Visit Us Daily

Have Any Questions?

Mail Us

Connect With Us

SUBSCRIBE

Get a FREE Consultation