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Name
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Email address
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What services are you interested in?
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Please select at least one option.
Financial Planning
Investment Management
Insurance Solutions
Real Estate Brokerage Services (Residential, Commercial, Land, or Investment)
Work Place Wellness Programs
What is your investment experience?
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Select
Beginner
Intermediate
Advanced
What is your primary financial goal?
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Please select at least one option.
Retirement Planning
Wealth Accumulation / Asset Allocation
Debt Management
Tax Optimization
Insurance Planning (Life, Health, Disability, Long Term Care, Medicare Plans)
Real Estate (Purchase, Sale, or Lease)
Trust Management
College Planning
Workplace Wellness Programs & Employee Benefits
What is your preferred method of communication?
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Email
Phone/Text
In-Person Meeting
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What is your estimated annual income?
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Under $50,000
$50,000 - $100,000
$100,000 - $250,000
Over $250,000
What assets do you currently hold?
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Please select at least one option.
Stocks
Bonds
Mutual Funds/ETFs
Real Estate
Cash
Annuities/Life Insurance
Trust Accounts
Managed Accounts
Are you currently working with any financial advisor?
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Yes
No
Additional questions or comments
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