Annual Review Checklist

At A&M Financial, we are dedicated to providing exceptional service and continuously striving for improvement. As part of that commitment, we ask for your feedback through our Annual Review Checklist. Your input allows us to keep our records up to date, make informed decisions, and provide an even better experience for you
Annual Review Checklist

Why Your Feedback Matters

By completing this checklist, you play a key role in helping us:
  • Keep our records accurate: Ensuring all your information is up to date helps us serve you more effectively.
  • Improve our services: Your insights allow us to identify areas for improvement and adapt our services to meet your needs.
  • Enhance your experience: The data you provide enables us to make thoughtful, data-driven changes that will positively impact your client experience.

We Appreciate Your Time:

We understand that your time is valuable, and we sincerely appreciate you taking a few moments to complete this checklist. Your cooperation helps us maintain the high standards of service that you deserve and ensures we continue to meet your needs.

Thank You for Your Continued Support

Your feedback makes a difference, and we’re grateful for your contribution to this important process. We look forward to receiving your completed checklist and continuing to provide you with the best possible service in the year ahead.

ANNUAL REVIEW CHECKLIST

To Ensure Impeccable Service & Great Customer Satisfaction (*All Fields Are Required)

Name(Required)
Address

SECTION I: Since your last review, have you:

Received a large gift or monetary transfer?
(For potential tax implications or financial planning adjustments.)
Changed your employment or experienced a change in income?
(Impacts retirement savings, benefits, or tax planning.)
Taken or are planning to take a significant distribution from retirement accounts?
(To manage tax implications and ensure alignment with the financial plan.)
Acquired or sold rental or investment properties?
(To address potential tax and investment planning adjustments.)
Made or received a significant charitable contribution?
(For potential tax benefits or estate planning.)
Been involved in any legal or financial settlements?
(To address any tax or cash flow implications.)
Experienced significant changes in health that could affect financial needs?
(For planning long-term care or insurance adjustments.)
Assumed or paid off a significant debt?
(To evaluate cash flow and financial goals.)
Updated beneficiaries on financial accounts or insurance policies?
(Critical for estate planning.)
Participated in a stock option or employee stock purchase plan?
(To review tax and investment implications.)
Reviewed or updated beneficiaries on financial accounts, retirement plans, or insurance policies?
(Ensures alignment with current wishes and estate planning needs.)
Reviewed or designated a trusted contact person for your financial accounts?
(Important for safeguarding accounts and ensuring someone trustworthy can assist if needed.)
Changed your residence address?
Sold your home?
Disposed of assets?
Received matured or paid-up insurance policies?
Changed your marital status?
Inherited any securities, cash or properties?
Started a new business or purchased a business?
Updated your Will and/or Trust?
Had a member of your family or firm become disabled or pass away?
Opened a new savings or investment account?

SECTION II: Are you interested in any of the following?

Health Savings Accounts (HSAs) or Flexible Spending Accounts (FSAs)?
(To optimize healthcare expenses and tax benefits.)
Strategies for reducing debt or managing credit?
(For financial stability and growth.)
Exploring alternative investments (real estate, private equity, etc.)?
(To diversify the portfolio.)
Estate planning for business ownership or succession?
(Critical for business owners.)
Leveraging annuities or other income-generating products?
(For retirement planning and income security.)
Planning for major life events (weddings, births, college, etc.)?
(For budgeting and long-term planning.)
Tax implications of cryptocurrency investments?
(To ensure compliance and optimize tax outcomes.)
Emergency fund evaluation or setup?
(To address unexpected expenses.)
Insurance options for dependents or aging parents?
(To provide comprehensive family coverage.)
Year-end tax-loss harvesting or investment strategy review?
(For tax efficiency and investment alignment.)
Disability Income Protection
Additional Life Insurance On Me and/or My Spouse
A Savings or Retirement Plan
Key Person Coverage
Medical Insurance
Ways To Fund My Kid's (or Grandkid's) Education
Financial Planning/ Tax Planning/ Estate Planning
Income Tax Preparation
IRA, Pension/Profit Sharing, 401k, Roth IRA, Simple IRA
Reviewing My Wage Statement from Social Security
Tax Shelters
Long Term Care Insurance
Complete Review of My Insurance and/or Financial Plan
Ways to Reduce My Income Tax Liability

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A&M Financial Group, INC

Advisory Services offered through AMFG Wealth Management LLC, a Registered Investment Advisor

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