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

What keeps you up at night?

Are you invested for retirement?

How do you get a fair settlement?

Are your emotions affecting your investment decisions?

Will your estate be devastated by taxes?

How would you define “risk?”

Do you know where your money goes?

When are you happiest?

When is the best time to sell an investment?

Why is asset allocation so critical?

What would you do if you had more free time?

Unsure about your rate of return?

How can you minimize your taxes?

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

What does retirement mean to you?

How much risk should you take?

Having trouble deciding when to buy or sell investments?

Do you have a fear of being audited?

Have your investment goals changed over time?

If you had more money what would you do?

Making the same investment mistakes over and over?

Do you have a strategy?

Are you prepared for disaster?

Do you have to give up your pension?

How much is enough?

Worried you’ll outlive your money?

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

Are you ready for retirement?

Will your family be OK?

Going through a difficult transition in your life?

Are you missing the big picture?

Having trouble setting goals?

What have you always wanted to do?

Are your documents in order?

Is your asset mix right for you?

What do you value most in life?

Should you keep the house?

Do losses keep you awake at night?