Financial Check-Up



Have you had YOUR financial CHECK-UP?

r Tax Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
        Do you feel you use all available techniques to reduce your federal taxes?

r Investment Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  Are you happy with your level of risk and returns this past year?

r Retirement Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  Have you had an analysis done to see if you can continue the same lifestyle
              you live today, at retirement?

r Income Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  Do you feel comfortable that if you are disabled, all of your personal and
              business bills will be paid?

r Asset Preservation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
             Do you feel you have an appropriate amount of life and liability 
             insurance given your financial goals?

r Estate Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  Do you have a current properly drafted will, living will, and trust that 
              protects your family members?

r Business Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  When was the last time you appraised your business?

r Education Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  Have you determined what you will need to invest to educate your children 
              and grandchildren?

r Debt Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  Do you have a debt management plan as to how to use debt to your
              advantage?

r Special Needs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
  Does anyone in your family have special needs (such as Alzheimer's)?




                                                                                                      ASK your
                                                 CPA.

Securities offered through 1st Global Capital Corp.  Member FINRA/SIPC.  Investment advisory services offered through 1st Global Advisors, Inc.

We currently have individuals licensed to offer securities in the states of Washington and California. This is not an offer to sell securities in any other state or jurisdiction."

http://www.finra.org/ and http://www.sipc.org/