Skip to content
Annual Review Checklist
Vance Albitz
2017-01-31T20:05:08+00:00
Annual Review Checklist
Step
1
of
7
14%
First Name:
*
Last Name:
*
Email:
Personal Events (Check sections that have changed in the past year)
Health
Marital status
Birth of child or grandchild
Death of loved one
Address change
Child's Name:
First
Last
Child's date of birth:
MM slash DD slash YYYY
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Explain:
What changed? Let us know so we can help.
Employment Events (Check sections that have changed in the past year)
Upcoming or recent retirement
Change in career or employment
Change in employee benefits such as 401(k) plan
Exercising of stock options
Explain:
What changed? Let us know and we'll provide solutions.
Financial Planning Concerns (Check all that apply)
Retirement income planning
Estate planning or charitable giving
Beneficiary change/designations
Real estate purchase or sale
Mortgage/Trust deed refinancing
529 College Savings Plan
Low interest rates on savings
Funds to invest
Explain:
What are your concerns? Let us know and we'll provide solutions.
Insurance Concerns (Check all that apply)
Social Security
Medicare
Long-term care insurance
Life Insurance
Disability insurance
Explain:
What are your concerns? Let us know and we'll provide solutions.
Investment Strategy Changes (Check all that apply)
Portfolio objectives
Risk parameters
Income needs
Explain:
What changes do you need? Let us know and we'll provide solutions.
What can we improve to make our working relationship better in the upcoming year?
Additional Feedback/Comments/Questions:
Please let us know what you think.
Page load link
Go to Top
