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888-888-5601 info@wealthkare.com

Please Take A Moment To Fill Out This Questionnaire

We will determine if you qualify for a complimentary 1-on-1 consultation & portfolio assessment with renowned Wealthkare Investment Center advisors.

When would you like to retire?

When Would You Like To Retire

What activity is most important to you in retirement?

What activity is most important to you in retirement?

How do you currently manage your money?

How do you currently manage your money?

What goal are you most trying to achieve?

What goal are you most trying to achieve?

How comfortable are you with investing?

How comfortable are you with investing?

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

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

Please estimate your current monthly savings.

Please estimate your household income.

Please estimate your household income.

Please estimate your total investable assets.

Please estimate your total investable assets.

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

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?

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