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2012
September
M
My Perspective
My Perspective
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Developing and maintaining a financial plan is
very important
important
not important
Having a current Will, Personal Directive and Eduring Power of Attorney is
very important
important
not important
Planning for our childrens education is
very important
important
not important
Proper and adequate income protection is
very important
important
not important
Setting and achieving goals is
very important
important
not important
Upon death, sickness or injury, maintaining my family's standard of living is
very important
important
not important
Eliminating debt as quickly as possible is
very important
important
not important
A diversified investment portfolio is
very important
important
not important
Having a professional advisor in the areas of Investment, Estate and Insurance matters is
very important
important
not important
Please complete this quick survey prior to our planning meeting. The nature of the questions will tell you specifically the type of work that I do.
Your answers will tell both of us how we should proceed from here and will show us which direction to take our meeting.
Thank you for taking the time to complete this survey. I look forward to meeting with you.
Serena Rohrer
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