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Risk Management Services - All rights reserved
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FINANCIAL
SERVICES
Financial Services
Dennis J. Tsakiris, CLTC
Gorman Insurance Services is
proud to further address your financial
questions and concerns by
introducing you to Dennis Tsakiris,
CLTC, our partner in planning for your
financial future. Dennis's extensive
experience and proven integrity in
Estate and Financial Planning
Services, additionally provides you
with College Funding and Retirement
Planning, Investment Counseling, and
Insurance and Business Continuation
Planning.
Dennis is dedicated to helping you to strategically navigate through the
lifelong process of updating your Financial Planning. His expertise will
assist you in developing an optimal road map to guide you toward
advancing your portfolio and uncovering hidden assets. Furthermore,
as Dennis is a licensed broker with numerous insurance companies,
he will customize a program to specifically meet your personal needs,
combining the broadest coverage for the most cost-effective program.
Dennis has generously offered to provide our clients with a
complimentary, one-hour, no obligation consultation, to assist in
your Financial Planning. To make an appointment with Dennis, simply
call us at Gorman Insurance Services toll-free at 1-800-678-3431 or
603-692-3431.
Custom-Designed Financial Services Include:
Business, Estate & Financial Planning
Creative College Funding
Mutual Funds
Securities Brokerage Services
Asset Management Programs
Variable Life Insurance
Qualified & Non-Qualified Retirement Plans
Tax Reduction Strategies
Long Term Care Insurance
Annuities
Financial Plan Design & Implementation
Charitable Giving
Group Health Insurance
Group Life Insurance
Group Disability Insurance

To help you determine if you possess the most current, and the best possible
road map for your financial future, please take a moment to fill out this
'Financial Checkup Quiz':
8.Will any sources of my retirement income be received tax free? Yes____ No____

9.Am I committed to a financial or retirement plan? Yes____ No____

10.Am I able to maintain the same lifestyle I currently enjoy when I retire? Yes ____ No____
If you answered "no" to any of the above questions, Dennis will help you find
solutions for both your immediate and your long-term financial needs. His
commitment to a client needs-driven, not product-driven financial analysis,
assures that you are only offered what is necessary to address your personal
financial needs.
Having this information will help your financial future for years to come. We look
forward to hearing from you soon, to set up your complimentary, one-hour, no
obligation consultation
with Dennis.
Gorman Insurance &
Risk Management Services
396 High Street
Somersworth, NH 03878
Strafford County, NH
(603) 692-3431
(603) 868-3598 - Durham
Toll Free: 1-800-678-3431
Fax: (603) 692-2660

Answer a few questions
and we will provide you
with a quote by email or
phone. Choose the
Personal or Business
insurance coverage you're
interested in from the
menu above.
I need to live on? Yes____ No____
my loved ones? Yes____ No____
1.Do I have a will; is my will up to date? Yes____ No____

2.When I no longer generate income (retire) will the government provide me with the money
3.Do I have a team of experts working with me? Yes____ No____

4.Does my financial plan include vehicles to minimize or avoid taxes? Yes____ No____

5.Have I started creating replacement income from other sources? Yes____ No_____

6.Is my children/grandchildren's education funding in place? Yes____ No____

7.In the event of my death or disability do I have enough insurance in place to take care of
[Questionnaire Below!]