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.

Flagship Financial, LLC // 55 Sunnybrook Road, Sanatoga PA 19464 // 610-831-2195

Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

*1.Provide full name (First & Last)(Required.)

*2.In the last year, has there been any changes to your contact information:(Required.)

Address

Phone

Other

N/A

*3.In the last year, have there been any changes to your employment information:(Required.)

Occupation/Job Title

Employer

Retired?

N/A

*4.Are there any changes in your personal or financial situation that we should be aware of?(Required.)

New or Updated beneficiaries for accounts

A Promotion or Job Change at Work/Adjusted Cash Flow

Recently Inherited Assets

Established/Updated a Will

Purchased/Sold a Home

Change in Marital Status

Changes in current debt or liabilities

Recent large-scale purchases or expenses

Considering Retirement (less than 5 years before retirement date)

*5.In the last year, did you renew your driver's license? (If so, please be prepared to share the updated issue and expiration dates during your next meeting.)(Required.)

Yes

6.Please let us know of anything specific you would like to discuss during the meeting:

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