Form

	Millennials	Gen X	Baby Boomers
Transportation	15.7%	16.4%	16.0%
Housing	30.0%	31.9%	32.5%
Entertainment/Food/Hobbies	12.0%	13.6%	12.9%
Personal Insurance/Healthcare	11.5%	12.8%	12.0%
Consumer Debt	30.8%	25.3%	26.6%

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network^®. Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.

FORM CRS: CLIENT RELATIONSHIP SUMMARY

Financial Planning

Step 1 of 6 - Who You Are

Who You Are

Name & Contact Information

Family

Personal

Current Advisors

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What You Want

Financial Priorities

Retirement Goal

Other Goals

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How You Spend

Monthly Living Expenses

Transportation

Housing

Entertainment/Food/Hobbies

Personal Insurance/Healthcare

Consumer Debt

Miscellaneous

What Others Spend

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How You Pay For It

Your Income (Salary, Bonus, Social Security, Other Income)

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What You Have

Property

Investment Accounts (Non-Retirement)

Retirement Accounts

Business Assets

Insurance

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What Are Your Final Instructions?

Current Estate Documents

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