Phone (mobile/cell is preferred)
Your Email Address
What is your age range?
What's your marital status?
What are your current financial goals?
Paying off Debt
Building Emergency Fund
Building retirement savings
Utilizing tax free saving strategy
Obtaining adequate life insureance
Estate planning (living will/trust)
Do you understand the 72 rule?
Never heard of it
Does your employer offer a retirement plan?
What steps have you taken for retirement planning? (Check all that apply)
Employer Sponsored (401k, 403b, 457, etc.)
Cash Value Life Insurance
What is most important to you when it comes to investments?
Rate of Return
Protection Against Loss
Tax Deferred Growth
Tax Free Income
Where do you think tax rates will be when you retire?
Higher than today
Lower than today
Same as today
Are you familiar with the benefits of the Personal Pension Strategy?
Do you currently have life insurance unassociated with your current job?
I am not sure
How important is Long-Term Care Planning to you? (helps pay for the cost of at-home care, assisted living, & nursing home care)
Did anyone help you create a retirement roadmap?
Financial Advisor did
Insurance Agent did
I don't have one
Would you be interested in learning how to never run out of money in retirement?
Would you be interested in free education on how to retire free of tax? (If "No" is selected, you will not be contacted)
Would you be interested in a free consultation? (If "No" is selected, you will not be contacted)
I AM READY TO TAKE CHARGE OF MY FINANCES!
Schedule an appointment with a licensed financial professional. Whether you are financially fit or not, it does not matter. We can go over your current financial status, goals, and a road map to get you where you want to be!
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