Date of Review
First & Last Name(s)
What are 3-5 primary areas that you would like to discuss for our review?
Describe any recent life events or situation changes that may have prompted this review
What are your top financial goals for the next 6-12 months?
What are your top long term financial goals?
What are the biggest concerns or threats toward you accomplishing any of the goals above?
What are other non-financial goals that would be helpful for me to know about?
What financial tasks or activities are you aware of that need to be completed?
Select any of the following additional discussion items:
Estate - Wills/Trusts, etc.
Investment allocation
Investment contributions
Disability Insurance coverage
Mortgage issues
Pension considerations
Life insurance coverage or beneficiary review
Investment beneficiary changes
Prior employer retirement accounts
Long-Term Care insurance (Self or parents)
Future retirement income concerns
Future financial situation changes (Inheritances, etc.)
Other
Submit
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Phase Four Financial Solutions and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr Ste 200 San Diego, CA 92130.
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