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DSquared Financial: 60 Day Software Trial
Walk with us. Trial Starts January 2020
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Email
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Your email
Name
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Your answer
Phone number
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Your answer
Are Currently Working with a Financial Professional?
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What are your expectations in looking to hire a financial professional?
Diversify my investment portfolio using index funds.
Lower my investment fees.
Help plan for retirement.
Help me create generational financial security for my family.
Help me organize my finances.
Other:
What do you care about most?
Maximize Gains
Minimize Losses
Both Equally
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If your entire portfolio lost 10% or more of its value in a month, what would you most likey do?
Sell everything?
Do nothing?
Continue investing to purchase additional shares at a lower cost?
Other:
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What is your birthday?
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Do you currently contribute to investments for retirement savings?
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Do you currently own life insurance?
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Other:
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