Pre-Meeting Questionnaire

Advisor

Please provide additional information that you are comfortable sharing here

How would you describe your current view of the financial markets?

Current Financial Plan

Below are a few questions to help gauge your confidence in your current financial plan. Please indicate your confidence level for each item below.

1 = Completely insecure & uncomfortable
6 = Completely confident & comfortable

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200 Ashford Center North, Suite 400 | Atlanta, GA 30338 | 770.353.6414

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. Tarrant Financial and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.