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Contact Request Form
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Email
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Your email
Name(s)
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Your answer
Phone Number
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Email Address(es)
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Your answer
Best Contact Method
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Email
Phone
We do our best work for clients when we also manage their investments. Are you interested in professional investment management services?
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Yes
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Do any of the following apply to you? Select all that apply.
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Retired
Planning to Retire in the next 5 years
Business owner or independent contractor
None of the above
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Estimated amount of investable assets (i.e. brokerage accounts, IRA, 401(k), etc.)
Less than $500,000
$500,000 - $1,000,000
$1,000,000 - $3,000,000
$3,000,000+
Other:
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Provide a brief explanation of what made you reach out today. Or anything else you would like us to know in advance.
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Preferred Meeting Method
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Zoom
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In - Person
How did you hear about us?
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