Client Update Form

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Families and individuals rely on Towneley to help them craft the secure future they envision.

Mining a thorough understanding of your resources, needs, goals, and timeline, our advisors work tirelessly to align the unique story and vision that is you, with wise, thoughtful, and appropriate recommendations.

The updated information you provide us in the following form is key in ensuring we continue to make recommendations that are appropriate for your needs.

Name *

First Name

Last Name

Email *

Daytime Phone Number *

(###)

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Spouse/Partner's Name

First Name

Last Name

Spouse/Partner Email

Spouse/Partner Daytime Phone Number

(###)

###

####

During the last 12 months, have you and/or your spouse/partner experienced changes in your health? *

Yes

If yes, please explain:

During the last 12 months, have you and/or your spouse/partner experienced changes in your family composition? *

Yes

If yes, please explain:

During the last 12 months, have you and/or your spouse/partner experienced changes in your employment status? *

Yes

If yes, please explain:

During the last 12 months, have you and/or your spouse/partner experienced changes to your income and/or expenditures? *

Yes

If yes, please explain:

During the last 12 months, have you and/or your spouse/partner experienced changes to your assets and/or liabilities? *

Yes

If yes, please explain:

During the last 12 months, have you and/or your spouse/partner experienced changes to your planned retirement age? *

Yes

If yes, please explain:

During the last 12 months, have you and/or your spouse/partner experienced changes to your plans during retirement? *

Yes

If yes, please explain:

Do you and/or your spouse/partner plan to retire or reduce work hours or income within the next 12 months? *

Yes

If yes, please explain:

Do you and/or your spouse/partner plan to change jobs within the next 12 months? *

Yes

If yes, please explain:

Do you and/or your spouse/partner plan to take a significant withdrawal, begin taking regular withdrawals, or change the amount you currently withdraw from your Towneley account(s) within the next 12 months? *

Yes

If yes, explain:

Do you and/or your spouse/partner plan to purchase or sell your primary residence or a second home within the next 12 months? *

Yes

If yes, please explain:

Do you and/or your spouse/partner plan to pay for college or make any other large expenditures within the next 12 months? *

Yes

If yes, please explain:

If not currently retired, do either you or your spouse/partner plan to stop working or retire in the next 5 years? *

Yes

If yes, please explain:

Thank you!

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23197 La Cadena Drive, Suite 103
Laguna Hills, CA 92653

Phone

1.800.545.4442

Email:

info@towneley.com

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Thank you!

*Towneley Capital Management, Inc. (Towneley) is an investment adviser located in Laguna Hills, California. Towneley is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Towneley only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Towneley’s current written disclosure brochure filed with the SEC which discusses among other things, Towneley’s business practices, services, and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.

Please note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. The testimonials provided in the video were given by current clients of Towneley Capital. No cash or non-cash compensation was provided. There are no known conflicts of interest related to the testimonials.

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