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Select two possible dates for meeting
Date Date
From hs From hs
To hs To hs
Meeting Objective pick one that applies
  Complete Financial Plan
  Review ( Financial Snapshot )
  Benefits Analysis
  Retirement Strategy
Please take a few seconds to answer these intial questions. By completing this short questionair, we will be able to better serve you
 
Which one describe your Net-worth (not including your home)?
How much do you have currently in investments?
In how many years do you plan to retire?
When thinking about your retirement savings, where would you place yourself on the following scale?
I want as much assurance as possible that the value of my retirement savings will not go down.
I want to maintain a balanced savings mix with some fluctuation and growth.
I want my money to grow as much as possible, regardless of fluctuation.
I have no retirement plan
How many dependants do you have (including spouse, children, elderly parents, etc.)?
Which one of the following statements describes your feelings towards a single financial planner?
I would prefer to use a few investment professionals rather then a single firm
I like the idea but never had the opportunity
I like the idea but never felt comfortable with a single firm
I think it’s a great idea
Which one of the following statements describes your feelings toward choosing your investment choices?
I would prefer investments that have a low degree of risk associated with them (i.e., it is unlikely I will lose my original investment).
I prefer a mix of investments - most that have a low degree of risk, others that have a higher degree of risk but may provide for greater returns.
I prefer a balanced mix of investments - some that have a low degree of risk, others that have a higher degree of risk that may yield higher returns
I prefer a growth mix of investments - most that have a higher degree of risk which may provide for greater returns, others that have a low degree of risk
I would only select investments that have a higher degree of risk but a greater potential for higher returns.
 


 
Schedule an Appointment
Forms and Information
In order to provide the most accurate advice, please prepare and bring the following:
Complete Financial Plan

Completed Myles Work Sheet (PDF).
2003 Tax Returns
Investment Statements
Insurance Policy Statements

Financial Review

Current Statement of Assets
Mortgage Statement and Estimate Value of Home
Insurance Policy Statements
Benefits Analysis and Retirement Strategy

Current Statement of Assets
All existing plans and policy statements

Our clients have found the Myles Work Sheet to be very helpful in providing unique insight into their financial condition. We encourage everyone to complete the Work Sheet for their own decision making process.

Download Myles Work Sheet

Securities offered through Caderat, Grant & Co.., Inc. Member NASD. SIPC
Myles Financial Services Branch Office of Cadaret, Grant & Co., Inc. 59 North Main St, Florida, NY 10921 Tel: 845.651.3070 © 2003 Myles Financial Network