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Pre-Meeting Questionnaire
This questionnaire will help us determine your preferences and how we can serve you best.
Acceder a Google
para guardar el progreso.
Más información
* Indica que la pregunta es obligatoria
What is your legal first and last name?
*
Tu respuesta
What is your phone number?
*
Tu respuesta
What is your email address?
*
Tu respuesta
Would you like to subscribe to our weekly e-newsletter?
*
Yes
No
How soon would you like to retire? (Outside of yesterday)
Elegir
I'm already retired
In the next 10 years
In the next 10-15 years
Over 15 years
What main questions do you have? (Check all that apply)
*
Am I going to have enough to retire?
Is my nest egg going to last?
Which accounts do I withdraw from first?
How do I invest during or close to retirement?
Are my dependents going to be OK when I am gone?
How do I reduce my taxes?
Otros:
Obligatoria
When you (and your spouse) add up all of your savings and investments, outside of your primary residence, how much do you have?
*
Elegir
$0-$250,000
$250,001-$500,000
$500,001-$1,000,000
$1,000,001-$3,000,000
$3,000,001+
What is your preferred method of communicating?
*
Elegir
Phone call
Text
Email
Enviar
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