Annual Review Questionnaire We place great value in our time spent with you during your Annual Review! Please take a minute to answer a few questions to assist us in preparing for your appointment. OK Question Title * 1. Are there any changes in your personal or financial situation that we should know about? Update my beneficiaries Changed employer or occupation Received a promotion New addition to the family Recently inherited assets Established or updated my will We've moved! Update our address Change in marital status Purchased or sold a home Started a new business Considering retirement Other (please specify) OK Question Title * 2. What are the three most important items you would like to discuss during your review? OK Question Title * 3. What do you hope to accomplish through financial planning? OK Question Title * 4. Are you interested in discussing any of the following? Having adequate life and disability income insurance Having a long term care plan/strategy Minimizing taxes College savings for my children or grandchildren Cash reserve alternatives/maturing CD's, etc. Current or form employer's 401(k) or 403(b), pension benefits Other (please specify) OK Question Title * 5. What concerns you most about your ability to achieve your financial goals? OK Question Title * 6. Please provide your first and last name OK SUBMIT YOUR ANNUAL REVIEW QUESTIONNAIRE