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CONFIDENTIAL WEALTH MANAGEMENT QUESTIONNAIRE

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This document is designed to make sure we fully understand your financial situation. For your convenience and accuracy, we suggest you answer the questions by attaching a copy of the actual documents or statements whenever possible. Providing tax returns, asset accounts, insurance policies, wills and trust agreements is recommended.

What areas are you concerned about? Rank your concerns (1 = Highest, 10 = Lowest)

What is your level of experience or knowledge regarding your finances?

Client 1
Client 2

What is your overall investment attitude?

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Client 2
What is your approximate annual income?
What is your approximate net worth?

THE BOYLE GROUP
WEALTH MANAGEMENT

By Appointment Only

Seattle Office:
1420 5th Ave Suite 2200
Seattle, WA 98101
206.224.5650
Scottsdale Office:
7047 E. Greenway Parkway, Suite 250
Scottsdale, AZ 85254
TBG Financial LLC dba The Boyle Group Wealth Management is a registered investment advisor in the State of Washington and certain other states. The advisor may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Mailing Address:
The Boyle Group,15560 N Frank Lloyd Wright Suite B4-440, Scottsdale, AZ 85260
© 2023 The Boyle Group Wealth Management - All Rights Reserved.