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The more thoroughly you complete the form, the more quickly we’ll be able to get to the meat of your financial planning goals and needs, thus making for a more efficient meeting.

I look forward to serving you.

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Tell Me About Your Portfolio

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How many properties do you own?
How many retirement accounts do you have (e.g. 401(k), 403(b), IRA)?
How many other investments do you have (e.g. CDs, annuities, mutual funds)?
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Tell Me About Your Expectations

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Disclosures

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS) 212-701-7900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor, Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC. www.finra.org

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