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Will your family be OK?

Do you have to give up your pension?

Unsure about your rate of return?

Are you fearful of making an expensive mistake on your taxes?

Are you prepared for disaster?

Will your estate be devastated by taxes?

Are your emotions affecting your investment decisions?

What would you do if you had more free time?

Going through a difficult transition in your life?

Are you missing the big picture?

Having trouble setting goals?

How can you minimize your taxes?

How much is enough?

Are your documents in order?

How do you get a fair settlement?

What does retirement mean to you?

When are you happiest?

Are you ready for retirement?

When is the best time to sell an investment?

Is your asset mix right for you?

Worried you’ll outlive your money?

Having trouble deciding when to buy or sell investments?

Do you have a fear of being audited?

If you had more money what would you do?

Do losses keep you awake at night?

Why is asset allocation so critical?

Making the same investment mistakes over and over?

Have your investment goals changed over time?

Do you know where your money goes?

What do you value most in life?

How would you define “risk?”

Which of your current responsibilities would you like to give up?

Tempted to make investments that aren’t part of your “plan?”

Should you keep the house?

Are you invested for retirement?

How much risk should you take?

What have you always wanted to do?

Do you have a strategy?

What keeps you up at night?