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Full Name*
Spouse Name (if applicable)
Address*
How did you hear about us?*
- Referral from friend
- Website
- Email
Current Employer/ Former Employer*
Spouse's Current Employer/ Former Employer
Occupation*
Spouse's Occupation
Retired*
- Yes
- No
Spouse Retired
- Yes
- No
Mobile Phone*
Spouse Mobile Phone
Email*
Spouse Email
Date of Birth*
MM slash DD slash YYYY
Spouse Date of Birth
MM slash DD slash YYYY
Name of Children
Net Monthly Salary (after taxes)*
Spouse Net Monthly Salary (after taxes)
Net Monthly Social Security (after taxes, if applicable)
Spouse Net Monthly Social Security (after taxes, if applicable)
Net Monthly Pension (after taxes, if applicable)
Spouse Net Monthly Pension (after taxes, if applicable)
Monthly IRA Distributions (after taxes, if applicable)
Spouse Monthly IRA Distributions (after taxes,if applicable)
Monthly Net Rental Income (after taxes, if applicable)
List of Rental Property and Net Income
Other Income (List source and Amount)
What are your monthly living expenses?
Please consider the following expenses in the figure above: vacations, dinners, hobbies, entertainment, etc.
Approximate value of all investable assets?
Including: Traditional IRA's, ROTH IRA's, Non-qualifies accounts. Such as: Brokerage, money market, savings, annuities, etc.
Is your current cash flow sufficient and comfortable?*
- Yes
- No
Do you anticipate any significant changes in cash flow?*
- Yes
- No
Are you planning any major lifestyle changes?*
- Yes
- No
Do you foresee any large expenses greater than $25,000 within 3 yrs?*
- Yes
- No
Do you plan on selling any properties you own?*
- Yes
- No
- Not applicable
Which of the following do you have in place?
- Will
- Trust
- Power of Attorney
- Health Living Will
- Long-Term Care Insurance
- Life Insurance
In the near future I expect to: (Please check all that apply)
- Improve a home
- Travel
- Pay off Debt
- Care for a parent
- Start/Expand a business
- Receive an inheritance
- Start a part-time job
- Fund Education for a family member
What is the main concern for your retirement life savings?*
Knowing what you know now, what would you've done differently with your money?*
What are you looking for in a financial advisor?
What are your main retirement concerns? Check all that apply.
- Losing too much in the stock market
- Paying too much in taxes
- Not having reliable income in retirement
- Cost of an unexpected illness and care
- Running out of money
- Leaving legacy to loved ones
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Income

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Advanced Financial Planning

Risk Management

Tax-Efficient Strategies

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413 29th St. NE, Suite D
Puyallup, WA 98372
253.268.3483 | info@flahertyfinancialgroup.com

This content is provided for informational purposes only. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

7/20- 1234937

Contact

Text: 253.244.9873
Fax: 253.466.3596
Email: info@flahertyfinancialgroup.com

Texas Location

7300 State Hwy 121 Suite 300
McKinney, TX 75070
Get Directons
Phone: 469.405.1962
Toll-Free: 888.482.4421

DIRECTIONS

Washington Location

748 Market Street Unit #17
Tacoma WA 98402
Get Directions
Phone: 253.268.3483
Toll-Free: 888.482.4421

Mailing Address

PO Box 3176
McKinney, TX 75070

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. BCM and Flaherty Financial Group are independent of each other. Insurance products and services are not offered through BCM and are sold through individually licensed and appointed agents.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.