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 asset preservation and growth opportunity strategies and potential growth opportunities for our clients who love their family and are serious about their money.

Interested in learning more?

DISCLOSURE

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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

This communication is strictly intended for individuals residing in the states of AL, DE, FL, GA, MI, NH, NJ, PA, SC, TN, VA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Wealth Form CRS

MEDICARE DISCLOSURE

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800–MEDICARE to get information on all of your options. Currently, we represent 16 organizations which offer 65 products in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) for help with a plan.

What Matters to You Questionnaire