Questions to Review
In our hectic day to day activities we sometimes don’t
realize how long it’s been since we gave some thought to our financial planning
and investments.
Hopefully the following questions will prompt you to take a
few minutes and think about whether or not a review is in order.
Yes ___ No ___ On your monthly or quarterly statements are there items that
you don’t understand or that you have questions
about?
Yes ___ No ___ Are you
nervous about the market?
Yes ___ No ___ Should we review your asset allocation?
Yes ___ No ___ Do you have
investments with another firm that you would like a second opinion on?
Yes ___ No ___ Do beneficiary
arrangements need to be reviewed on your life or annuity contracts or your retirement
plans?
Yes ___ No ___ Do your wills,
power of attorneys, trusts etc., need a review to be sure that they still achieve your overall
estate planning objectives?
Yes ___ No ___ Does the
registration of your assets need to be reviewed to make sure
they are coordinated and comply with your estate plan?
Yes ___ No ___ Do you have
excess funds or monies coming due in the near future that you need to make investment decisions
about?
If you answered "Yes" to any of the above
questions it may suggest that you are due for an office visit or at a minimum a
telephone appointment.
Please give us a call so we can arrange a time convenient to
your schedule.
520.884.7550
jpw@financial-architects.com
2311 E. Broadway