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Fact Finder To Work With Stephen Gardner
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Name
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Your answer
Email address
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Your answer
Phone number
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Mailing Address To Send Materials
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Your answer
I have an IRA, Roth IRA, Old 401k or lump sum of cash to place in the range of…
$0-$10,000
$10,001 - $25,000
$25,001 - $50,000
$50,001 - $100,000
Over $100,000 to work with
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I have money in the following account(s) (select all that apply)
Roth IRA
IRA
Old 401k From Previous Job
Lump Sum of cash to protect and grow
How would you rate your level of risk-taking when it comes to investing and saving money?
Conservative (Don’t want to lose money)
Moderate (Will Take On a Little Risk To Earn Better)
Risky (Will Take On Big Risk For Big Reward)
Age
Your answer
Has the money you want to protect and grow lost value this year?
Your answer
How much money are you able to save for yourself for retirement each month?
Your answer
Is there anything else I should know about you and your financial situation?
Your answer
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