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1
.
Contact information
2
.
Your retirement goals
3
.
Your present situation
4
.
What can we do to help
Preferred method of contact
Your Name
Zip Code
How would you like us to contact you?
Phone
Email
Tell us a little about your financial/retirement goals
I would like to retire in...
Less than 1 year
1-5 years
6-10 years
11-20 years
20+ years
I'm already retired
How comfortable are you with meeting your retirement goals in your present financial position?
Very uncomfortable
Somewhat uncomfortable
Unsure
Somewhat comfortable
Very comfortable
Tell us a little about your present financial position
I currently own one or more...
IRA
401(K)
Pension
Insurance product
Other investment account
Annual Household Income
$0 - $50,000
$50,001 - $100,000
$101,001 - $250,000
$250,001 - $500,000
$500,001 - $1,000,000
$1,000,000+
Value of current investable assets
$0 - $100,000
$100,001 - $250,000
$250,001 - $500,000
$501,001 - $1,000,000
$1,000,001 - $2,000,000
$2,000,000+
Do you presently have a financial advisor?
Yes
No
Lastly, tell us how we can help
I would like assistance with...
Creating a retirement income plan
Managing my investments
Reducing taxes during my working years
Downside risk in my investments
Planning to minimize taxes in retirement
Securing my investments against market losses
Selection of insurance products
Estate planning
Other
Comfortable meeting via Zoom or another video conference medium?
Yes
No, advisor needs to be able to meet with me in person
Is there anything else you'd like us to know?
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Advisor
Service
Wealth & Income Planning
Tax Minimization
Social Security Maximization
Podcast
Education
Events
Books
401(k) Rollover Guide
About
Articles
Contact
New visitor
Existing client
Request Consultation