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First Meeting Checklist
1. Your Main Objectives
2. Your Family Concerns and Values
3. Your Financial Concerns
4. A List of Your Assets and Liabilities
5. A List of Your Income Sources
6. Your Risk Tolerance
7. Your Will and/or Trust
8. Your Investment, Annuity and Insurance Statements
If you do not have all of these items for our first meeting, we can gather the
additional information at a later date. We look forward to being with you.
Securities offered through National Securities Corporation, Member FINRA/SIPC.
Investment Advisory Services offered through National Asset Management, Inc., a
Registered Investment Advisor and wholly owned subsidiary of National Securities Corporation, Member FINRA/SIPC.
Pacific Sun Financial Corp/National Securities Corporation does not offer
tax/legal advice. Please consult your CPA or Attorney for more information.
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