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Financial Planning

Please select one line in each section.

I would like to discuss an issue with a financial planner. A comprehensive plan is not necessary. I would like help in developing a one-time comprehensive financial plan that will give me a good idea of where I stand financially. I would like to develop a comprehensive plan now, and then stay on track with a continuing planning relationship.. I am only interested in help with investments.

Retirement?

I am retired or I am thinking about retiring in the next five years. I will still be working for the foreseeable future, and will not qualify for Social Security retirement benefits for a while. .

My annual income is:

Investment Advice and Management

I would like help and advice selecting investments for my employer retirement plan. I would like continuing investment portfolio suggestions, but want to make the final decision on all investments myself. I would like an advisor to manage my portfolio for me. I prefer to spend my time in other ways. I am just interested in financial planning. I am not interested in help with maintaining an investment portfolio.

The value of the investments I would like help with is:

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Hint: Double-check your selections to make sure they are correct.

 

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