Preliminary Questionnaire Name * Required Phone * Required Email CUSTOMIZED FINANCIAL PLANNING Which of the following would you want to include in your customized financial plan? Net Worth Statement YES  NO Education Funding YES  NO Retirement Planning YES  NO Analysis of Insurance Needs YES  No Estate Planning YES  NO Business Succession YES  NO Are you currently a tax client of The Shafer Group? YES  NO Would you like to schedule a free 30 minute consultation? YES  NO Comments

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