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Let's Talk About You and Your Goals.

Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Once we receive these we will reach out with scheduling options. 

Contact Information.

Relationship Status.
Do you have any children?

Spouse/Significant Other Information.

If applicable, please fill out the information below.

Services Provided.

  • Asset Allocation.

  • Risk Tolerance Questionnaire.

  • Stocks, Bonds, MF, ETFs, Alternative Investments.

  • Investments.

  • Estate Planning.

  • Retirement Planning.

  • Charitable Giving Strategies.

  • Tax Planning.

  • Pension/SS Strategies.

  • Monte Carlo Simulation.

  • “What-If” Planning and Stress Testing.

  • Transitioning.

  • Corporate Retirement.

  • Key Employee. Retention.

  • Catastrophic Planning.

  • Buy/Sell Strategies.

Financial Information.

Investable Net Worth.
Annual Income Range.

Next Step.

When to Meet?

Talk to You Soon!

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Keating & Associates, Inc. and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional

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