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* 1. Please select any recent life events (check all that apply)

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* 2. What are your most important personal or family goals?

  Very Important Important Neutral Not Important
Your family's lifestyle in the event of a death or disability
Funding education for children or grandchildren
Preparing for retirement
Providing a legacy for heirs
Other

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* 3. How can we help you improve your financial situation? 

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* 4. What are the top items you would like to discuss or like information on

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* 5. When you present financial ideas and solutions to me; (please indicate which best describes you)

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* 6. When making a decision; (please indicate the option that best describes you)

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* 7. Would you like to set up a meeting?

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* 8. Comments

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* 9. Contact Information

Please bring the following documents to our meeting.
- Investment Account Statements, including retirement and 401(k) statements
- Insurance policy information
- Employee benefits information
- Document relating to debts you may owe, such as loans or mortgages
- Income and cash flow information, such as recent pay stubs and income tax returns



Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc.

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