Receive free consultation by filling out this simple form

What advisory services are you looking for?

Portfolio Management
Retirement Planning
Estate Planning
Educational Planning
Insurance
Business Finances
Life Insurance
Beneficiary Planning
Comprehensive Financial Planning
Pre Retirement
Post Retirement
IRA Rollover Assistance
401k Rollover Assistance

In which state do you currently reside?

AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA DC WV WI WY

What is the maximum distance you are willing to travel to meet with an advisor?

20 miles 40 miles 60 miles 80 miles

Is remote contact through phone and email acceptable? (remote gives you more options)

Yes No Do Not Know

What is the approximate value of your assets?

More Than $3 million $1 million - $3 million $500000 - $1 million $250000 - $500000 $100000 - $250000 $50000 - $100000

What is your net worth?

Select Amount $6M or more $1M to $5M $500K to $999K $250K to $499K $100K to $249K $50K to $99K Decline to answer Less than $50K

What is your household annual income?

More than $200000 $100000 - $200000 $50000 - $100000 $25000 - $50000

What is the size of your portfolio?

$1M to $5M $500K to $999K $250K to $499K $100K to $249K $50K to $99K Less than $50K $6M or more decline to answer

Which of the following fee structures are you comfortable paying?

hourly fee
flat fee
commissions
based on assets
No Preference
Based on net worth

Are you willing to allow an investment advisor to make decisions at his/her discretion? (select all that apply)

Advisor makes the decisions without having to consult you
Advisor makes the decisions but checks with you first
You make the decisions and guide the advisor

Please specify the minimum number of years of experience you would like your advisor to have:

2 years 5 years 10 years 20 years No Preference

This service is completely FREE to you, however, businesses pay a fee to participate. Please respect their time and money by submitting an accurate and serious request.

I understand a business call to answer any questions or to setup an appointment.

Additional Comments:

Do you have an active Statefarm Policy?

Yes No