Just like when you go to a physician for either a 'check-up' or with an ailment, you can expect a series of questions / analysis.
Planning and analyzing your financial future is not that much different.
It is not necessary to spend a lot of time digging through your records or providing us exact figures.
Just answer the questions to the best of your ability.
This will give us a better idea as to your current needs and future goals.
Copyright © 1998
Fielder Financial Management, Ltd.
All Rights Reserved.
Securities offered through Fortune Financial Services, Inc. member FINRA, SIPC. Fielder Financial Management, Ltd. not affiliated with Fortune Financial Services, Inc. Mark Fielder, Financial Professional, CA. Insurance Lic. # 0690576.