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Confidential Questionnaire
Before you come for our Get Acquainted Meeting, please take the time to download and fill out this Confidential Questionnaire. Bring it to our first meeting. When we meet, I'll review the important information you provide on it, and customize a plan just for you. Click on the link above to view it, or right click on the link and on "Print Target" to print it directly from the website.

This is a pdf file.

If you don't already have the free Adobe Acrobat Reader,
click Adobe Acrobat (pdf)here to get it.

 
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Sample topics:

  • Retirement planning and the new tax act.
  • Who needs long-term care insurance?
  • The best way to save for your child's college tuition.
  • Diversifying investments--why and how.
  • New insurance issues for a new marriage.