Please take a minute to answer these questions so next year we can get you more of your tax money back on from your tax return. Just circle the answer of your choice:
 

1. Are you currently living the lifestyle of your choice?    						

2. If you could travel to anyplace in the world and money was NO object, where would you go and who would you take with you?
 3. Have you started a retirement program yet?
 
4. Can you retire today and live on the money you have saved in your retirement account and never have to worry about money again NO matter how long you live?  				           
 5. Did you lose money in your retirement account in the last 5 years?     		
 6. Are you currently getting double digit growth in your current retirement program?        
7. When you retire would you like to get a taxable or non-taxable income?               	
 8. Does your current retirement program provide a guaranteed lifetime income that you can never outlive?           					
9. Do you know that you can put away an unlimited amount of money for retirement?    
      YES		NO
      
      
      
      
      
      
      
      YES		NO

      
      
      YES		NO

      YES		NO

      YES		NO

		YES		NO


      YES		NO

10. In your estate, who do you plan to pass on your money to: (check all that apply)
Family                    Charity             College fund                    Heirs                 Church                        Other______________
 

This tax firm has located a company that can answer all your questions about how to grow your money. We work together to save you the max. amount of taxes and get you the max. growth on your money with NO charge to you. Just find in your contact information below and some one will contact you to schedule your FREE consultation at their Carlsbad office.

Thanks for take the time to fill out this survey and the soon you meet with then the faster your money will grow! Return form by email: info@TaxFreeInformation.com or fax to: 760-859-3218
 

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Address______________________________________________________________________
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Best time and day to call to schedule your FREE consultation  _____________________________
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