When do you plan to retire? * 1 - 4 Years. 1-4 years 5-9 years 10-19 years 30+ years Already Retired
How quickly would you like to improve your long-term financial strategy? * As soon as possible Within the next 3 months Within the next year No specific time frame // I don't want to make any changes
Do you have a 401k? * Yes No
Do you have an IRA? * Yes No
Do you have a non-retirement investment account? * Yes No
Why are you looking for an advisor * I'm unsatisfied with my current advisor I'd like to get another advisor's perspective I have substantial wealth I would like to divide with another advisor I recently relocated Other
Are you willing to meet remotely via Zoom Video Chat? * Yes No, I prefer to meet in person.
Please estimate your household income. * Less than $40,000 $40,000 - $74,999 $75,000 - $99,999 $100,000 - $149,999 $150,000 - $249,999 Over $250,000
Please estimate your total investable assets. * Less than $249,999 $250,000 - $499,999 $500,000 - $999,999 $1,000,000 - $2,499,999 $2,500,000 - $4,999,999 Over $5,000,000
How did you hear about us? * Internet Search Online Ad Referral Other
Is there anything else you'd like to us to know ahead of time? *
First Name *
Last Name *
Email *
Phone *
