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First Name:

Last Name:

Email:

Phone:

What is your approximate age?

Under 55

55-65

Over 65

What is your desired retirement age?

Are you married?

Yes

Widowed

Divorced

Excluding real estate, the balance of your retirement nest egg (investment & retirement accounts) is approximately?

Are you currently working with an advisor?

Yes - but I'm not convinced they are the right fit and I need a second opinion.

No - that's why I'm reaching out

Which of the following best describes what you're looking for?

I only need help answering a few big questions, I do not want to pay for ongoing advice.

Only need help with retirement planning. I do not need someone to manage my investments.

I want to offload my investment & retirement planning to an expert so I can spend time doing things I love and enjoy.

(Optional) Please share any additional information you would like me to know ahead of our call:

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