Annual Review Questionnaire

We place great value in our time spent with you during your Annual Review!

Please take a minute to answer a few questions to assist us in preparing for your appointment.

Flagship Financial, LLC // 55 Sunnybrook Road, Sanatoga PA 19464 // 610-831-2195

Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and registered investment advisor. Cetera is under separate ownership from any other named entity.

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* 1. Provide full name (First & Last)

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* 2. In the last year, has there been any changes to your contact information:

Address

Phone

Other

N/A

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* 3. In the last year, have there been any changes to your employment information:

Occupation/Job Title

Employer

Retired?

N/A

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* 4. Are there any changes in your personal or financial situation that we should be aware of?

New or Updated beneficiaries for accounts

A Promotion or Job Change at Work/Adjusted Cash Flow

Recently Inherited Assets

Established/Updated a Will

Purchased/Sold a Home

Change in Marital Status

Changes in current debt or liabilities

Recent large-scale purchases or expenses

Considering Retirement (less than 5 years before retirement date)

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* 5. In the last year, did you renew your driver's license? (If so, please be prepared to share the updated issue and expiration dates during your next meeting.)

Yes

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* 1. Provide full name (First & Last)

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* 2. In the last year, has there been any changes to your contact information:

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* 3. In the last year, have there been any changes to your employment information:

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* 4. Are there any changes in your personal or financial situation that we should be aware of?

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* 5. In the last year, did you renew your driver's license? (If so, please be prepared to share the updated issue and expiration dates during your next meeting.)

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* 6. Please let us know of anything specific you would like to discuss during the meeting: