Current Clients

Annual Review Checklist

Name:                                                                             

 In order to help you set and work towards your financial goals, We like to touch base with you periodically. Please scan the list below and check any areas you would like to discuss or things that may have changed since we visited last.Since Our Last Review, I Have/Am I Would Like To Discuss

Entered New Business/Occupation             Mutual Funds

 Acquired Group Insurance `                       Child/Spouse Insurance

Had A Child                                                   Mortgage Protection 

Expecting A Child                                          Medicare Supplement

Acquired New Debt/Mortgage Increase      Retirement Income

Quit Smoking                                                IRAs/Pensions

Changed My Marital Status                         Estate Conservation

Experienced A Change in Health                 Health Insurance

Change My Number of Dependents            Long Term Care Insurance

College Education Funding                          Disability Income Insurance

 Annuities                                                  Other                              

Who do you know that might be interested in our services

Name:                                                                                                 

Address:                                                                                                

Phone #:                                                                                                

Please Check One:

 

 

 

 

Call Me

 No need to call me at this time

Home Number (    ) _____-__________   Best Time to Reach                     

 Email Address:                                                                                                

Comments:

Thank you for your trust and your business,

Milestones Financial

 

 

 

Securities and Investment Advisory Services offered through Voya Financial Advisors, Inc., Member SIPC 106 McCarren Dr, Manchester, IA  52057 Phone (563) 882-1063.

EJ Brown & Associates is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.