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.