Financial Needs Checklist At the Mueller Companies we want to do all we can to help you on your journey to greater prosperity. This means several things, not the least of which is looking for areas where our expertise will help you get where you want to go safer and faster. The major key to doing that is to ask you to complete what we call our "needs" checklist of questions. As you reflect on these questions, we want to work with you to help you achieve: Minimization of taxation. Wealth creation for education, holidays and ultimate retirement. Increased business profit and cash flow. Reduced pressure and worry. If you spot an area of need, check it and we will be happy to explain the depth of that service to you so you can make a judgment as to its importance and value to you at this time. The following areas are something we want you to consider: 1. Tax planning (minimization) ____ 2. Wealth creation What investments do you have? ____ How much will you need to retire? ____ Do you have a retirement plan? ____ What action will be taken to achieve your goals? ____ Do you have a "target"? ____ Who monitors your investment performance? ____ Risk management Do you have a will? ____ Do you have adequate insurance for your family? ____ Business profitability improvement Do you have a business plan? ____ How do you feel about your role in the business? ____ Are you working too much? ____ Succession planning What happens to your business when you retire or you die? ____ How can you increase the value of your company? ____ Using technology in your business Are your systems adequate, or do they need upgrading? ____ Financing Does your current financing pay off at the appropriate time? ____ Do you have the most efficient payment system and interest rates available? ____ COMPLETING YOUR NEEDS CHECKLIST IS A VERY IMPORTANT INVESTMENT OF YOUR TIME. We are prepared to tailor a range of services to help you achieve these goals during the upcoming year. We can establish a fixed price for the services and provide an easy payment plan. Packaged services entitle you to unlimited advice on adhoc matters. Note too that phone calls will not be charged to you for "general" questions about financial matters facing you. If, however, your question or issue is "specific" or requires research, analysis or other additional services, that work will be subject to our normal pricing procedures. We very much want to allow you to seek timely advice and offer you complete access to the accumulated wisdom of our firm throughout the entire year so as to help you achieve all your financial goals. DON’T WAIT. LET US HELP YOU PACKAGE A PROGRAM THAT WILL ADDRESS ALL YOUR CONCERNS IN THE UPCOMING YEAR. THE BIGGEST PROBLEM IS A "FAILURE TO IMPLEMENT" Therefore, call for your appointment now.