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The Miller Financial Group

Helping Create More Favorable Financial Futures

Questionnaires

The following forms are surveys to help us gather the information we need to help you. Click applicable banner to download in PDF format:

A.R.C. Questionnaire

The A.R.C. Process Questionnaire
The R.I.S.K. Process Questionnaire Banner

The R.I.S.K. Process Questionnaire
The R.I.S.K. Process Budgeting & Income Worksheet Banner

The R.I.S.K. Process Budgeting & Income Worksheet
L.A. 360 Questionnaire

Life Assurance 360 Questionnaire
The Critical Factors Analysis Questionnaire Banner

The Critical Factors Analysis Questionnaire™
The Optimized Portfolio System Banner

The Optimized Portfolio System™ Investment Allocation Questionnaire
The Life Settlement Advocacy Program

The Life Settlement Advocacy Program™