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Do you have a fear of being audited?

Will your family be OK?

What have you always wanted to do?

If you had more money what would you do?

When is the best time to sell an investment?

How do you get a fair settlement?

Having trouble deciding when to buy or sell investments?

How much risk should you take?

Is your asset mix right for you?

Why is asset allocation so critical?

When are you happiest?

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

Unsure about your rate of return?

What would you do if you had more free time?

Do losses keep you awake at night?

Are your documents in order?

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

Are your emotions affecting your investment decisions?

How can you minimize your taxes?

Going through a difficult transition in your life?

What do you value most in life?

Do you know where your money goes?

What does retirement mean to you?

Are you missing the big picture?

Are you prepared for disaster?

Making the same investment mistakes over and over?

Will your estate be devastated by taxes?

Having trouble setting goals?

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

Do you have to give up your pension?

Do you have a strategy?

How would you define “risk?”

Should you keep the house?

What keeps you up at night?

Are you ready for retirement?

Are you invested for retirement?

Have your investment goals changed over time?

How much is enough?

Worried you’ll outlive your money?