Fact Finder

Congratulations on taking the first step toward preparing your financial analysis. Your financial advisor will provide you with a specific financial analysis based on your individual situation and a realistic assessment of your financial future.

In order to prepare your financial analysis, you must provide information about your personal financial situation and goals. The analysis can only be as relevant as the data you provide. Before you begin, you will need the following information:

• Saving and investment account information (i.e., savings, stock and mutual fund account statements)
• Insurance information (i.e., life, disability, long-term care)
• Retirement and pension plan information (i.e., 457, 401K, IRA, and pension statements)
• Income and expense information (i.e., current living expenses and salary information)
• Income tax information
• Personal asset information (i.e., home, vehicle, rental real estate and others)

The survey will take 15-20 minutes once you begin the entry process.

Please note, we value your privacy, and this information will not be shared with any outside group consistent with our privacy policy.

Click Here to get started!

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Sam Gott, Registered Investment Advisor
4 Dominion Drive
Building 3, Suite 250
San Antonio, Texas 78257
Ph. 210-849-7772
Fax 210-881-6832
sam@sgria.com **
www.sgria.com

** We do not buy or sell securities by email; purchasing or selling of securities must be done by telephone, with verification, or in person.

Securities offered through Dominion Investor Services, Inc. Member FINRA/SIPC

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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