First Appointment Questionnaire

We appreciate your consideration as your financial advisor. Please fill out this quick (~ 2 minute) form and someone from our office will reach out to set up an appointment with one of our advisors.

Please enter your name and email:

How optimistic or pessimistic are you about your ability to fully enjoy your retirement years?

Not sure Very pessimistic Somewhat pessimistic Somewhat optimistic Very optimistic

Which statement best describes your decision-making approach when it comes to financial decisions?

I tend to go with my instincts when making a financial decision I research options myself using multiple sources of information before making a financial decision I tend to trust expert opinions to guide my financial decisions I rely on friends and family recommendations to make financial decisions

Do you have a financial plan?

I don’t have a plan I have a set of goals or a direction in mind, but it’s not a well-developed plan I have a general financial plan, but it is not for my entire life I have a detailed financial plan that I follow

When it comes to retirement planning, which statement best describes your level of familiarity/knowledge?

Don’t know much Have a basic understanding, but not very comfortable Know quite a bit but still have questions Consider myself an expert

When thinking about managing household savings and investable assets, which of these statements best describes you? (Choose all that apply)

I don’t have enough savings to pay attention to this I prefer to keep savings in bank accounts I’m mostly concerned with protecting savings and will take small risks to get better returns and tolerate small, short-term losses I'm willing to accept a higher risk for the potential for higher returns

Which of these accounts/investments do you currently possess?

Home Second home Other real estate Stocks/Bonds Annuities Permanent/Variable Life Insurance Business/Practice IRA Pension Non-Qualified Investment Account

What is the approximate size of your investment portfolio? (Excluding real estate)

$0-$250,000 $250,000-$500,000 $500,000-$1,000,000 $1,000,000-$2,500,000 $2,500,000+

THANK YOU!

We appreciate your time. Someone from our office will be reaching out to you within one business day.

OFFICE CLOSED MONDAY

Our office will be closed on Monday, May 29th for Memorial Day. We will return to normal hours on Tuesday, May 30th.