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2015
November
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What are you currently doing in preparation for your financial future?
What do you like most about what you are doing?
What don’t you like about your current financial position?
What would you like to see enhanced or improved?
Describe the ideal financial professional/financial strategy?
What has been your past experience with preparing for your financial future?
What would you “ideally” like to accomplish with your financial strategy?
What keeps you up at night (Select all that apply)?
Retirement
Eldercare
Estate Planning
Education Planning
Financial Basic
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