35 Cold Spring Road
Rocky Hill, CT 06067
860-563-5505
Fax 860-563-5486
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Financial Services
Financial services are offered through an
affiliated company, CM Financial Advisors, LLC. We
help you to reach your financial goals by developing customized financial plans and
helping you to invest appropriately to achieve your goals. Our services include:
* Financial Planning
Assess your current financial situation and develop a plan to help you realize your
financial goals.
* Investment Advisory
Help you to select investments appropriate to realize your goals.
* Financial Review
An independent review of your entire investment portfolio to determine whether your
current plan is meeting your financial goals.
* Asset Management
Manage your investment portfolio and keep you informed about performance and changes in
investment recommendations.
You don't have to be rich - just committed to achieving your goals such as saving for a
new home, child's education, comfortable retirement, or early retirement. Contact us to
get started or complete the following questionnaire and we'll contact you immediately.
FINANCIAL /
INVESTMENT PLANNING QUESTIONNAIRE
You may fill out this questionnaire
right on line, or, if it's more convenient,
simply print this page, fill out the form and mail or fax it to us.
Name
Date
Phone E-mail Address
1. Please indicate your level of interest in the following:
High
Low
None
Establishing
a regular, systematic savings plan
Developing
or revising your investment strategy
Minimizing
personal income taxes
Investing
for a comfortable retirement
Establishing
an IRA, SEP, or Keogh retirement plan
Providing
for your children's education
Providing
for your grandchildren's education
Making
gifts to relatives
Minimizing
your estate tax
Determining
how your estate assets are distributed
Avoiding
probate costs at death
Minimizing
the burden of health-care costs
Providing
for your family in the event of death
Providing
for your family in the event of disability
Saving
for a major purchase or vacation
2. In which of the
following areas of personal finance do you believe you need assistance:
Cash flow management
Long-term care insurance
Education funding
Retirement planning
Income tax planning
All areas
Investment planning
Estate planning
3. What are your three major financial goals?
1.)
2.)
3.)
4. Do you know how your investment portfolio is
performing? Yes No
5. How often do you review your investment portfolio and its performance?
6. Do you currently use a financial planner or investment
advisor? Yes No
7. Are you interested in learning more about the benefits of
financial /investment planning? Yes No
