Green Fairways Wealth Management | Venice, FL - Pre-Meeting Survey : greenfairwayswm.com

Investment and Insurance Products are:

Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IN, KS, KY, MA, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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Website Meeting Survey Topics
Please complete the Pre-Meeting Survey and submit prior to your appointment. The information you provide helps us to have a productive meeting that is focused on the issues that are most important to you.
	COMPREHENSIVE REVIEW – I’d like to schedule a meeting to review my accounts INVESTMENT PLAN – I’d like to see how my plan is tracking in relation to my goals BLIND SPOTS – Review my investments to see if there are any areas of concern RETIREMENT INCOME PLANNING – Discuss income needs in retirement PRE-RETIREMENT PLANNING – Look at retirement assets/ company benefits and contributions IRA/401k – Discuss the options with my retirement plan ANNUITY REVIEW – Meet to review my annuity(s) and discuss options INSURANCE REVIEW – How am I protecting my life/ health & financial well-being LONG-TERM CARE INSURANCE – Do I need it and what are the options EDUCATION PLANNING – 529 Plans ESTATE – Meet to discuss estate planning strategies and review beneficiaries JOINT MEETING – I’d like to schedule a meeting in coordination with my CPA or Attorney FAMILY – I’d like to schedule a meeting with my children to discuss budgeting and investing LEGACY – Multi-generational meeting PHILANTHROPY – Discuss options for philanthropic giving for my portfolio ELDERCARE – I’d like to meet to discuss aging issues HOUSING – Plan for and discuss future housing options with aging SUCCESSION PLANNING – Business Continuity OPERATIONS – Help with online access or Bill Pay on my account STATEMENT REVIEW – I’d like to schedule a meeting to review my account statements I am not a client but I am interested in scheduling an Initial Consultation Meeting
This information is intended for use only by residents of (AL, CA, CT, FL, GA, HI, IN, KS, KY, MA, ME, MI, MN, MO, NC, NH, NV, NY, OH, SC, TN, TX, VA, WA, WI, WV). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.