Business Blueprint Report Card

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To help you clearly understand your current situation, try The Business Blueprint Report Card. Rate your reactions to each pair of phrases. Decide where you lie on the scale of 1-10. 10 being you strongly agree with the statement, 1 meaning you strongly disagree. Your responses will be totaled and rated with our financial report card.

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*The use of this form is not a secure medium and personal information should be transmitted by more secure means. By submitting an e-mail address and/or telephone number, you are requesting that we contact you or your referral on your behalf or the person you specify here. Your [name and] contact information are required, but will not be used other than to distribute the communication you request with Walton Financial Inc. For your convenience, you also have the option of contacting us by email. Please note that no email is 100% secure. We ask that you only provide us with your contact information and your question. Do not include sensitive information such as income, social insurance number.

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Disclaimer: Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

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