Is a Financial Advisor Right for Me?

Financial advisors are a tremendous asset when you are confused, emotional, or uneducated on wealth-management topics. They will ask a lot of questions--some of them uncomfortable--in order to get the full picture of where you want to take your life. Once the details are gathered, they will put together a plan on investments, retirement planning, estate planning, tax liability, and your kids' education (if applicable). Their wealth of knowledge will make some of your difficult decisions, easier.

Start today and determine if a financial advisor is right for you.

Name

Phone

What is the purpose of your money?

Retirement Income Medical Expenses College Savings Leaving a Legacy and/or Building Generational Wealth Causes I believe in/Charity Living Comfortably

Other

How much experience do you have investing (in years) and what is it?

How confident are you handling all of your finances (i.e. daily budgeting, insurance, investing, banking, lending (home, auto, education) retirement expenses and incomce, etc.)?

What area(s) do you have the most questions and/or concerns about?

What questions do you have about working with a financial advisor?

What is your preferred method of communication for us to reach out with our suggestions?