Business Building with Pickering Group
--
Click on the film strip or text link above and turn up your volume to view your video email from Jeff Pickering. 

Pickering Group questionnaire for clients

•1.      Realistically, how much do you expect your household income to increase or decrease in the next two, three, or five years?­­­_______________________________

•2.      What is the most important component to you about the loan process? ___________________________________________________________________

•3.      What is your preferred form of communication during this process? Phone or Email

•4.      Do you foresee any financial obligations in the next five years (new car, new baby, college expenses, change in occupation, etc ______________________________)

•5.      Your financial philosophy is conservative, moderate or aggressive? 

•6.      On a scale of one to ten, ten being best, please rate the following:

• Your CPA? _____
• Your existing investment situation? _____
• Your existing living trust and estate planning situation? _____
• Your life insurance situation? _____
• Your insurance situation? _____
• Your real estate agent? _____

•7.      Do you have a retirement plan? ________________

•8.      If you have children, do you have a college fund established for them? __________ 

•9.      Are you planning to go out of town at anytime during this transaction? ___________

"Just leave me a Loan"®

Jeff A Pickering

The Pickering Group

41601 North Congressional Drive

Anthem, AZ 85086

Phone (623)551-9360

FAX (866)451-8488

Email: jeff@pickeringgroup.com

Website: http://www.pickeringgroup.com/