Please Take A Moment To Fill Out This Questionnaire

Step 1

When would you like to retire?

When Would You Like To Retire When Would You Like To Retire Already Retired 1-2 Years 3-5 Years 5-7 Years 7-9 Years 10-15 Years 15-20 Years 20-25 Years 25-30 Years 30+

Step 2

What activity is most important to you in retirement?

What activity is most important to you in retirement? What activity is most important to you in retirement? Traveling With family and friends Pursuing hobbies Work Part-time

Why is this important?

How do you currently manage your money?

How do you currently manage your money? How do you currently manage your money? Manage your own investments Use a 401(k), Roth IRA, Roth Use a robo-advisor Work with a financial advisor

Goal

What goal are you most trying to achieve?

What goal are you most trying to achieve? What goal are you most trying to achieve? Consistent retirement income Protection against market volatility Protection against taxes Protection against inflation Preservation of capital Leaving legacy & estate

Step 5

How comfortable are you with investing?

How comfortable are you with investing? How comfortable are you with investing? Very comfortable Somewhat comfortable Not comfortable at all

Step 6

When do you expect to start pulling money out of your investments?

When do you expect to start pulling money out of your investments? When do you expect to start pulling money out of your investments? 1-2 Years 3-5 Years 5-7 Years 7-9 Years 10-15 Years 15-20 Years 20-25 Years 25-30 Years 30+

Step 7

Please estimate your current monthly savings.

Please estimate your current monthly savings. Please estimate your current monthly savings. Less than $100 $100-$249 $250 - $499 $500 - $999 $1,000 - $1,999 Over $2,000

Step 8

Please estimate your household income.

Please estimate your household income. Please estimate your household income. Less than $40,000 $40,000 - $74,999 $74,999 - $99,999 $100,000 - $149,999 $150,000 - $249,999 Over $250,000

Step 9

Please estimate your total investable assets.

Please estimate your total investable assets. Please estimate your total investable assets. Less than $25,000 $25,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $999,999 $1,000,000 - $2,499,999 $2,500,000 - $4,999,999 $5,000,000+

Step 10

Due to the frequency of applications, it's important to know that this is a one-time ONLY opportunity. If you do not show up to the call or reschedule within 24-hours notice, do you understand that you will not be able to schedule another call?

do you understand do you understand Yes, I will show up to my call. No

Step 11

Due to the frequency of applications, it's important to know that this is a one-time ONLY opportunity. If you do not show up to the call or reschedule within 24-hours notice, do you understand that you will not be able to schedule another call?

Full Name

email Address

Phone Number