This document is a form from Ameriprise Financial advisor Michael Perino providing information on financial planning topics and requesting the recipient check off topics of interest. The form covers issues like business planning, personal finance, insurance, education, retirement, social security, taxes, investments, and life events. It requests the recipient provide their contact information and check items to receive more information on. It includes a disclaimer that the information is for education only and not specific advice, and to consult experts on tax or legal issues.

1. Page 1 of 2
Ameriprise Financial
Michael T Perino, CRPC®
Financial Advisor
15050 Elderberry LN Ste 6
Ft Myers, FL 33907
239-482-8000 223
michael.perino@ampf.com
www.ameripriseadvisors.com/michael.t.perino
Answering the Financial Questions that Count
The topics listed below are intended to cover a variety YES! Send information on checked items to:
of situations--more than any one household will ever
likely need to consider. All of the information available Name__________________________________________________
is offered to help you understand your current financial
situation and make informed decisions. Simply fill E-mail__________________________________________________
out the form (online or on paper) and return it to
request information on the subjects that interest you. Address________________________________________________
City____________________________________________________
Business Planning
Starting or Buying a Business State_______________ ZIP Code_______________________
Choosing a Business Entity
Business phone__________________________________________
Business Insurance
Business Tax Planning Home phone_____________________________________________
Retirement Plan Options Best time to call__________________________________________
Business Succession
Personal Finance Insurance Planning
Budgeting and Cash Reserves Protecting Your Loved Ones with Life Insurance
Establishing or Maintaining Credit Estimating Your Life Insurance Needs
Credit Cards What Type of Life Insurance Is Best for You?
Homeownership Creating an Estate Plan with Life Insurance
Buying or Leasing a Car Long-Term Care Options
Identity Theft Financial Impact of a Disability
Education Planning Estate Planning
Saving for College Wills and Trusts
529 Plans Planning for Incapacity
Financial Aid Creating and Preserving a Family Legacy
Student Loans Using Life Insurance in Estate Planning
Repaying Student Loans Strategies to Minimize Estate Taxes
Education Tax Credits and Deductions Charitable Gifting Strategies
See disclaimer on final page January 25, 2010

2. Page 2 Page 2 of 2
of 2
Retirement Planning Investment Planning
IRAs Investing Basics
Employer-Sponsored Retirement Plans Setting Investment Goals
Annuities Designing and Managing an Investment Portfolio
Strategies for Retirement Plan Distributions Handling Market Volatility
Saving for Retirement Asset Allocation and Diversification
Planning for Income in Retirement Taxable vs. Tax-Free Investing
Social Security and Medicare Stocks
Understanding Social Security Bonds
Social Security Retirement Benefits CDs
Social Security Disability Benefits Mutual Funds/ETFs
Medicare Separately Managed Accounts
Medicare Prescription Drug Coverage Life Events
Tax Planning Buying a Home
Income Tax Planning Getting Married
Year-End Tax Planning Raising a Family
Investment Tax Planning Child with Special Needs
Alternative Minimum Tax (AMT) Changing Jobs
Gift and Estate Taxes Starting a Business
Other Caring for an Aging Parent
If you want information about something not listed here, Getting Divorced
tell us below what you are looking for. Death of a Family Member
Disclosure Information -- Important -- Please Review
The information contained in this material is being provided for general education purposes and with the understanding that it is not intended
to be used or interpreted as specific legal, tax or investment advice. It does not address or account for your individual investor circumstances.
Investment decisions should always be made based on your specific financial needs and objectives, goals, time horizon and risk tolerance.
The information contained in this communication, including attachments, may be provided to support the marketing of a particular product or
service. You cannot rely on this to avoid tax penalties that may be imposed under the Internal Revenue Code. Consult your tax advisor or
attorney regarding tax issues specific to your circumstances.
Neither Ameriprise Financial Services, Inc. nor any of its employees or representatives are authorized to give legal or tax advice. You are
encouraged to seek the guidance of your own personal legal or tax counsel. Ameriprise Financial Services, Inc. Member FINRA and SIPC.
The information in this document is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and
completeness cannot be guaranteed by Ameriprise Financial Services, Inc. While the publisher has been diligent in attempting to provide
accurate information, the accuracy of the information cannot be guaranteed. Laws and regulations change frequently, and are subject to
differing legal interpretations. Accordingly, neither the publisher nor any of its licensees or their distributees shall be liable for any loss or
damage caused, or alleged to have been caused, by the use or reliance upon this service.
Copyright 2010 Forefield, Inc. All Rights Reserved.
January 25, 2010