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Because
you understand that planning for your financial future is
vital for you and your family, we want to help you plan
ahead using a valuable tool: the Personal Financial
Review.
It's
a complimentary benefit we offer to preferred
clients as a way of ensuring that we are delivering the
best possible service.
Clicking
on the "Submit" button at the bottom of this
page will forward your responses to us. You will also see
a printable confirmation page that preserves your
responses for your records.
If
you would prefer not to forward your responses over the
Internet, do not click "Submit." Instead, after
you have indicated your responses, you may print this page
for your records and future discussion, and you may fax it
to James A. Schmidt at 480-644-9877.
Either
way, we will promptly contact you to schedule a convenient
meeting date and time. We look forward to meeting with
you.
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