Confidential Financial Questionnaire
MISSION STATEMENT
In everything we do, we believe in challenging the status quo with regard to traditional wealth accumulation strategies and most important, wealth distribution strategies.
We believe they just simply don't work.
In everything we do, we believe in challenging this current administrations right to confiscate your wealth and everything that you do efficiently.
In everything we do, we believe in creating for our clients proven wealth distribution strategies at retirement where the cash distributions are considered cash flow and NOT income as defined by the tax code and is therefore off the radar screen of the IRS for income tax purposes.
How we do this is by using the tax code.
How we do this is by using one of the most financially sound institutions in the country today by using products that are specifically designed to generate large amounts of cash flow at retirement where the cash flow will be just that, cash flow, and not considered income as defined by the over 100 year old tax code.
Your visit is complimentary. We do not charge a fee for our services; instead, the companies we represent pay us. Our compensation does not come out of your investment. All of your money goes to work for you right away with no up front fees, commissions, or sales loads. We're confident that you'll benefit from our meeting. To be effective and efficient with your time and ours, we request that both you and your spouse, if married, be present.
When completing this questionnaire it will be helpful for you to have at arms length your
most recent statements from:
We understand the confidential nature of these documents. Since you're just getting to know us, you won't be required to show us any of this paperwork until you've reached a level of comfort. However, it's important that you access these documents. If you're pleased with us it will make our conversations even more productive.
"If what you thought to be true about your money turned out not to be true,
WHEN would you want to know?"
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Personal income tax returns
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Paycheck stub(s) for you and your spouse showing deductions from gross income
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Wills and Trust documents
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All Personal Insurance Policies
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Automobile Policies
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(include declarations of coverage)
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Homeowner's or Renter's Policy
(include declarations of coverage)
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Life Insurance Policies
(for all members of your family)
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Annual Statements
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Loan Statements
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Disability Income Policies
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Hospitalization and Major Medical Policies
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Any other types of insurance policies
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Most recent Social Security Statements
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Most recent Mortgage Statements
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Company-provided group benefits for you and your spouse - please include a print-out of specific coverages if available
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Current account statements
For business owners only:
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Business life insurance policies
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Business income tax returns
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Business financial statements
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Buy - Sell Agreements
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Business Agreements
(i.e. deferred compensation, etc)