The Assessment

Our free 45-minute planning session is available to both new and existing clients. It enables us to capture a complete snapshot of where you are, and evaluate some of the goals you have too. From there we can design smart, simple solutions and plans that are tailored specifically for you. Simply call us, or fill out this online application:

Yes, please contact me regarding an assessment.

First Name:
Last Name:
Street Address:
City:
State:
Zip:
Phone number:
Email address:

What is the best way for us to contact you?

If by phone, what is the best time to call? - Select One - Morning (8am-12pm) Afternoon (1-5pm) Evening (5-7pm)

I want to think about my money and financial plans:

Providing us with a little more information will help us prepare for our meeting with you. You may fill this out ahead of time, or print out this screen and bring it with you. We hold in confidence any information you wish to share with us.

Age:

Gender:

Marital Status: - Select One - Single Divorced Widowed Married Domestic Partner

Optional Information:

Please help me with the following: (Check all that apply)

Personal Concerns:

Organize financial affairs
Reduce taxes (federal, state and estate)
Help evaluate options through changing jobs
Protection against injury, sickness, or premature death
Optimize portfolio based on risk tolerance and objectives
Establish value-based investments
Potentially increase return on investments
Reduce risk on investments
Establish a tax-favored education fund for children
Create a tax-favored supplemental retirement plan
Protect against escalating long-term care expenses
Develop a comprehensive retirement strategy

As a Business Owner:

Ensure the continuation of the business
Retire independently of the business
Create equity with tax-favored business dollars
Attract, retain or reward key employees
Create a tax-deductible retirement plan
Retain/reward long-term employees

List any specific concerns or financial goals: