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Products & Services / Clients Questionnaire

Your Products & Services

a. What differentiates you from your competition?
b. What is your company’s USP (Unique Selling Proposition) that distinguishes you from others?
a. Budget and Debt Reduction
b. Charitable Giving
c. College and 529
d. Eldercare
e. Estate Planning and Trusts
f. Financial Review
g. Healthcare
h. Insurance
i. Investing
j. IRAs and 401(k)s
k. Market Activity
l. Retirement Planning
m. Social Security
n. Small Business
o. Taxes

Your Clients (Who You Serve)

Retiree, professional, small business, etc.
Children, marriage, debt, retirement...
*Dot-com boom, Great Recession, COVID-19 Pandemic, etc.