HORIZONS Financial Planning ~ Membership Form

Membership Application

We're so glad you've decided to fill out our Membership Application
and become a member of our Association!

All you have to do now is fill in ALL the blank spaces and answer ALL the questions,
and send it in to us.

We would appreciate it if you would please answer a few questions below. We are gathering this data so that we may more fully and comprehensively help people to plan for a secure financial future. From the information you provide on this application, we will be able to ascertain what areas we need to focus on to better help you, as well as others seeking financial security.

And, of course, we need the personal information on you to confirm your membership
and to contact you with details about our Association.

(Due to a law recently passed regarding the protection of minors on the internet, we must ask for birthdate/age to confirm that you are over the age of 18 years old. While we believe that people should start learning how to save at an early age, this law makes it prohibitive to collect any information from a minor. If you are a parent, we would recommend you share the knowledge gained from being a member of our Association with your children.)

MEMBERSHIP APPLICATION

Your Name Birthdate/Year Age

E-Mail Address Area Code + Phone Number

1. Do you currently have a regular Savings Account? No Yes 2. Do you currently have an Investment Program? No Yes

3. Are you renting at your current residence?
No Yes 4. Have you made out a will for yourself yet?
No Yes

5. Do you own any Real Estate? No Yes If Yes, please use this box to describe what kind of
Real Estate it is, ie: Land, House, Apartment Building, etc.

6. Do you have a Trust Arrangement? No Yes If Yes, please use this box to describe what kind of
Trust it is, and who the Trustee is.

7. True or False? If you purchase a home and live in it for two years, you can sell it without paying any taxes, and you don't have to buy another home. (By excluding up to $250,000 of capital gains if you are single, and up to $500,000 if you are married.) True False

Once you have finished filling out the application and sending it to us, please click on one of the links located at the bottom of this page to discover the various methods you can employ to improve your financial future.

Please feel free to send us an e-mail by clicking on the button below.

Or e-mail us at: Horizons Financial Planning

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Your Name	Birthdate/Year	Age
E-Mail Address	Area Code + Phone Number

1. Do you currently have a regular Savings Account? No Yes	2. Do you currently have an Investment Program? No Yes

3. Are you renting at your current residence? No Yes	4. Have you made out a will for yourself yet? No Yes

5. Do you own any Real Estate? No Yes	If Yes, please use this box to describe what kind of Real Estate it is, ie: Land, House, Apartment Building, etc.

6. Do you have a Trust Arrangement? No Yes	If Yes, please use this box to describe what kind of Trust it is, and who the Trustee is.