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2010
May
F
Fact Finder
Fact Finder
Please complete as much of the following information as possible so that we may best serve you. If you are uncomfortable answering any of the information, you may leave the field blank.
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Family Information
Name
Date of Birth
Client
Spouse
Child 1
Child 2
Child 3
Child 4
Child 5
Child 6
Contact Information
.
Street Address:
City, State, Zip:
Home Phone:
Cell Phone:
Residence:
Own
Rent
Will Information
Date
Type
Client's Will:
Spouse's Will:
Professional Advisor Information
Name
Phone
Attorney
Accountant
Employment Information
Client
Spouse
Occupation:
Employer:
Business Street:
City, State and Zip:
Phone Number:
Fax Number:
Email Address:
Annual Income:
Other Income:
Liabilities
Approx. $ Amount
Installment Loans:
Mortgage(s):
Charge Accounts:
Credit Cards:
Personal Notes:
Business Debt:
Other:
Assets
Approx. $ Amount
Savings
Investments
IRA(s)
Real Estate
Business Interests
Personal Property
Other
Life Insurance Information
Company
Face Amount
Annual Premium
Beneficiary
Policy 1
Policy 2
Policy 3
Policy 4
Policy 5
Policy 6
Planning Priorities
High
Medium
Low
Protecting Family's Lifestyle
Protecting Income
Providing Education Funds
Implementing Savings Plan
Planning for Retirement
Minimize Estate Shrinkage
Planning for Business Continuation
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