What Matters to You Questionnaire

What Matters to You?

Use this form to let us know what is important to you when it comes to planning your goals.

Name*
First Last
Spouse Name
First Last
Email
Your EFG representative's name:
Instructions
Please rate 1 through 8 - with 1 being the most important to you.
Saving for retirement*
Funding for your children’s college education*
Having the ability to replace income in the event of disability (for you or your spouse)*
Income replacement in the event of death (for you or your spouse)*
Having the ability to fund future purchases (homes, vacations, auto)*
Tax planning*
Having a funded plan in the event of long term care needs*
Leaving a legacy to those you love or an organization*

Encore Financial Group

10595 N. Straits Hwy.
Cheboygan, MI 49721

418 Waukazoo Ave, Suite 1
Petoskey, MI 49770

Phone: 877.6ENCORE
Fax: 231.627.9224

Our Mission

At Encore Financial Group, we are dedicated to helping members of our community achieve and maintain financial independence. We do this via a holistic approach to reducing risk, offering protection services and potential growth opportunities for our clients who love their family and are serious about their money.

Interested in learning more?

DISCLOSURE

Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 513.794.6794.

Investment Advisory Services offered through O.N. Investment Management Company.

Check the background of this investment professional on FINRA's BrokerCheck.

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First Last
Email*
Birthdate*
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What Matters to You Questionnaire