Questionnaire

Client

Marital Status*

Employment Status

Employment Details

How confident do you feel in your financial future on a scale of 1 (not prepared at all) to 10 (fully prepared)?*

Do you receive our weekly market commentary via email?

If so, do you read it?

If no, would you like to sign up to receive it?

Do you follow us on Facebook?

Do you follow us on LinkedIn?

Co-Client

Marital Status

Employment Status

Employment Details

How confident do you feel in your financial future on a scale of 1 (not prepared at all) to 10 (fully prepared)?*

Do you receive our weekly market commentary via email?

If so, do you read it?

If no, would you like to sign up to receive it?

Do you follow us on Facebook?

Do you follow us on LinkedIn?

*Neither H&H Financial Group or its staff nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.