Pre-Planning Needs Analysis

Critical questions every investor should be able to answer.

Our clients have full access to the following information, which we consider the most important facts about your investments.

  • When Investing, Do you try to?

  • Have you ever invested in any of the following products? (check all that apply)

  • Which best describes your current investment strategy? (check all that apply)

  • What keeps you up at night? (check all that apply)

  • Do you have an Immediate Need for income from your investments?

  • Do you anticipate a Future Need for supplemental retirement income?

  • Is leaving a Tax-Free Legacy for your family a High priority for you?

  • Do you have a quantifiable Risk Mitigation System in place to protect your portfolio if the economy or markets were to move in a negative direction again?

  • Would you be interested in discussing a strategy that will Guarantee Your Principal while still giving you some upside growth potential?

  • I would like to get a Fiduciary Second Opinion and a BluePrint analysis of my current investment portfolio?


Contact Caitlin John, LLC

(810) 355-1325
info@caitlinjohn.com
Fax: (810) 227-2558
Toll Free: (877) 238-1680

Corporate Office