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Wealth Planning Worksheet
Are you married?
Do you have children?
Are you interested in:
Have you had a financial advisor previously?
Describe your experience in Stocks/Equities:
Describe your experience in Bonds/Fixed:
Describe your experience in Mutual Funds:
Describe your experience in Mutual Funds:
How many Retirement Accounts do you have? (IRA, RIRA,401k, 403b, 529, Deferred Comp, othe Tax Advantage Accounts)
How many Non-Retirement Accounts do you have? (Brokerage Account, Individual, CDs,Trust, Checking - Other After Tax Accounts)
Do yo currently have a plan in place to protect against premature death?
Do yo currently have disability & health insurance?
Do yo currently have estate planning documents in place? (Will, medical directive, POA)

Thank you for taking the time to complete this worksheet. Your information has been securely delivered to Angele and she will review the information prior to your next meeting!

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