| Your Advisor* | PRESERVEfirst | |
| ►Analysis of your retirement needs | _ | √ |
| ►Analysis of your goals | _ | √ |
| ►Analysis of your tax status | _ | √ |
| ►CPA services (tax prep,etc) | _ |
√ |
| ►Legal Services (Wills, Trusts,etc) |
_ | √ |
| ►Investment Services |
_ | √ |
| ►Insurance Services | _ | √ |
| ►LTC Services | _ | √ |
| ►Annuity Services |
_ | √ |
| ►Debt Analysis | _ | √ |
| ►Debt Consulting | _ | √ |
| ►Debt Resolution | _ | √ |
| ►College Consulting & Funding | _ | √ |
| ►Constant Contact | _ | √ |
| ►Retirement Plan Design & Formulation | _ | √ |
| ►Retirement Plan Implementation | _ | √ |
| ► Company Sponsored Client Events | _ | √ |
| ► Independent Fiduciary Responsibility |
_ | √ |
* Please check what applies for your Advisor and compare
