WE ARE KEWCORP

What type of investment vehicles are you interested in? (check all that apply)

*Investment vehicles have several options to choose from. Not all investments are created equal; i.e stocks, mutual funds, ETFs, segregated funds, saving account, etc.

Do you currently Pay fees to invest your money?YesNo

What type of investments do you currently have? (check all that apply)

Are you concerned about your retirement funds being available when needed?YesNo

*Some plans offer guarantees, others do not.

Which of the following are you interested in? (Check all that apply)

*Saving money for retirement is not the same as using money for retirement. Retirement vehicles vary.

Does your risk profile match the purpose of your investments?YesNo

Do you pay someone to prepare your income tax?YesNo

Have you received a tax plan for the next tax year?YesNo

Are you happy paying income tax without knowing if you are saving as much as possible on your return?YesNo

*Income tax is likely your biggest single annual expense. Preparing a tax plan is important. Small businesses and corporations often have their taxes prepared but fail to look at the next year.

Do you have assets that will transfer to your heirs upon your death?YesNo

Do you have an Estate Plan?YesNo

*An Estate Plan provides a blueprint on how you want your assets to be distributed.

Do you have a Will, Power of Attorney or Personal Directive?YesNo

*If you pass away without a will (called in intestate) a court will decide how your assets and dependents will be treated upon your passing.