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Current Clients

Annual Review Checklist


In order to help you set and work towards your financial goals, We like to touch base with you periodically. Please scan the list below and check any areas you would like to discuss or things that may have changed since we visited last. Since Our Last Review, I Have/Am I Would Like To Discuss:

Entered New Business/OccupationMutual Funds
Acquired Group InsuranceChild/Spouse Insurance
Had A ChildMortgage Protection
Expecting A ChildMedicare Supplement
Acquired New Debt/Mortgage IncreaseRetirement Income
Quit SmokingIRAs/Pensions
Changed My Marital StatusEstate Conservation
Experienced A Change in HealthHealth Insurance
Change My Number of DependentsLong Term Care Insurance
College Education FundingDisability Income Insurance

Who do you know that might be interested in our services?



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Milestones Financial

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