Schmorleitz
FinancialServices

www.wiseplanning.com
Financial freedom is just a matter of wise planning.

Mortgages | Insurance Services | Retirement Planning | Education Fund Planning
Liability Management
| Credit Report Accuracy | Debt Negotiation and Reduction

Annual Financial Review Survey


Welcome to this important annual financial review survey!

I appreciate having you as a client.  This powerful survey is a tool that
was created exclusively for use of my clients.

Most people spend more time planning their vacation then their financial future.
You may use this survey to quickly help remind yourself about how your financial
situation really is.  Once you've checked off the items that apply to you, please
feel free to click on the submit button.  It will send me a copy of this form and
let me know how I can assist you.

In your service,
Steve Schmorleitz
TriStar Financial Services & Steve Schmorleitz Insurance Agency


Please enter your email address:

Return of Premium: I’d like to get a term policy where I can get
      all my premiums back if I’m still alive at the end of the term

I have cash value life insurance that isn't performing the way I think it should.

I need better results from my Universal Life or Whole Life Policy!

I need some good mortgage insurance!

I don’t have any life insurance but I need to get some.

I’d love to have a life insurance policy that pays me a large lump
     sum of money if I’m diagnosed with a critical illness, even if I live
     (example: between the ages 42 and 50 years old, 52% of the
     population gets cancer, a stroke, or a heart attack).

I’m sick and tired of all the debt I have. I’d like to get rid of it as
     soon as possible!

The money I should be saving for retirement is going to
      pay off my credit cards.

I need to save for retirement before it’s too late, but I don’t have
     the money right now.  What can I do about this?

I’m saving for retirement, but my money isn’t doing so well…I’d
      like to change that!

I’d like to get a better return on my investments without risk
      of loosing the money I already have.

I’d like to figure out how to increase my monthly cash flow!

I’d like to lower my mortgage payment by 1/3 to 1/2

I’d like to have flexible choice of four different mortgage payment
     options each month.

I’d like to learn how to pay my house off and save for retirement
     with the same amount of money I'm now paying each month
     for just my mortgage.

I need to learn how to repair my credit.

I’m ready to start setting aside money for my children's' education.

I need a good Financial Plan!

I feel like my only way out is to win the lottery.  What other
      options do I have?

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