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Please take a few moments to tell us a little more about yourself.
   
What are your most important financial concerns and goals?
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Conduct asset allocation of investment portfolio
Build and grow your investment portfolio
Assure a certain standard of living during retirement
Provide for the next generation/protect estate from taxes
Diversify large concentrated position/low basis stock
Conduct stock option planning
Finance children's or grandchildren's education
Engage in charitable giving/philanthropy
Elect corporate trustee or family trust
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In terms of your investment assets, which category most accurately describes your current situation?