The Clark Company - Financial Services

Below is a list of concerns that may be of particular interest to you as the Business Owner. Indicate the level of importance of each item with an X in that box.

	Level of Importance
	High	Medium	Low
Business Concerns

Business Succession Planning
Key Employee Planning
Executive Benefit Planning
Group Health Insurance
Employee Benefits

Estate Concerns

Planning Estate Distributions
Estate Tax Planning
Charitable Planning
Survivorship Needs Planning
Tax and Portfolio Analysis

Retirement Concerns

Planning for Your Retirement
Qualified Retirement Plans
Traditional IRA/Roth IRA
Investment Risk Analysis

Other

Long Term Care Planning
Education Planning
Disability Income Planning
Life Insurance
Annuities and Pensions
Wills and Trusts
Tax Shelters
Real Estate

YES, I would like someone to get in touch with me concerning my list above. I understand all consultations are absolutely FREE.

Name

Date of Birth

Daytime Phone Number

E-mail

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Investments offered through representatives of Lincoln Financial Securities, member SIPC to residents of CA, FL and TX. Branch Office: VanBuren Clark, 7800 IH 10 W, Suite 110, San Antonio, TX 78230-4750. Phone: 210-342-1137 Fax: 210-342-1139. Neither Lincoln Financial Securities nor it's representatives offer tax advice. For information on your individual tax or legal situation, please consult a tax professional.