The Barrows Sollenberger Group
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FINANCIAL GOALS WORKSHEET
Print, complete and bring to your appointment.
CHECK YOUR GOALS -
THEN RANK THEM BY PRIORITY
Important (Check) Your Rankings
 (1-10)
(10=Highest)

Finance Children's Education _____
Buy a new home (primary or vacation) _____
Buy a new car/boat/furniture/other personal property _____
Travel extensively _____
Reach the proper level of insurance protection for myself & my family _____
Save for retirement _____
Reduce/eliminate debt _____
Set up a reserve/emergency fund _____
Be financially independent at age _____
Substantially contribute to favorite charity/institution _____
Invest in the stock market _____
Help support elderly parent(s) _____
Invest in real estate (land, rental property) _____
Start/buy/expand own business _____
Start a formal retirement plan for my business _____
Leave large estate for children _____
Other _____
Other _____
Other _____


Goal Listing
Below is a list of my/our financial goals, in the order of importance.
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Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered
through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.
We have individuals licensed to offer securities in the state of FL, MD, NY, PA, VA and WV.
This is not an offer to sell securities in any other state or jurisdiction.
The Barrows Sollenberger Group is not affiliated with 1st Global Capital Corp.
Copyright 2002-2011 The Barrows Sollenberger Group, P.C.