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Will your estate be devastated by taxes?

Have your investment goals changed over time?

What do you value most in life?

Should you keep the house?

Are you invested for retirement?

Are you prepared for disaster?

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

What keeps you up at night?

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

Worried you’ll outlive your money?

Having trouble deciding when to buy or sell investments?

How much risk should you take?

How would you define “risk?”

Is your asset mix right for you?

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

How much is enough?

How can you minimize your taxes?

Are your emotions affecting your investment decisions?

What would you do if you had more free time?

What does retirement mean to you?

What have you always wanted to do?

How do you get a fair settlement?

If you had more money what would you do?

Are your documents in order?

Going through a difficult transition in your life?

Do losses keep you awake at night?

Do you have a fear of being audited?

Are you missing the big picture?

Unsure about your rate of return?

Are you ready for retirement?

Do you know where your money goes?

Do you have a strategy?

Having trouble setting goals?

Making the same investment mistakes over and over?

When is the best time to sell an investment?

Do you have to give up your pension?

When are you happiest?

Why is asset allocation so critical?

Will your family be OK?