Life & Financial Goals Worksheet | Todd Mann Financial Services

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Life & Financial Goals Worksheet

What would you like to improve in your life?

Please check all boxes that apply to your current or future life & financial goals.

Full Name

Preferred Contact Method

Financial Stability

Maximize Savings

Eliminate Bad Debts

Become a Homeowner

Have More Free Time to

Start a New Business

Improve Business Profitability

Improve Employee Retention

Prepare for a Transition

Build and Grow Wealth

Protect Assets & Dependents

Prepare for Retirement

Become More Tax Efficient

Leave a Legacy

Reduce Costs of Insurance

Life Insurance Health/Dental/Vision Insurance
Medicare Advantage or Supplements
Disability or Long-Term Care Insurance

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TODD MANN FINANCIAL SERVICES INC.
1840 5th St. Springfield, OR 97477 | (O) 541-583-0093 |

Securities offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC. D.H. Hill Securities, LLLP, Todd Mann Financial Services, and Belpointe Asset Management, LLC are not affiliated entities.

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