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We offer a complimentary, no
obligation, preliminary consultation to determine if our services can
benefit you and your family. Please take a few moments to answer the questions
below and tell us how we can contact you. Thank you!
| What
is the total household income? |
<$40,000
$40,001-$75,000
$75,001-$125,000
> $125,000 |
| What
is the sum of all your investments? |
<$25,000
$25,001-$75,000
$75,001-$150,000
$150,001-$250,000
>$250,000 |
| What
percentage of the household gross income do you save/invest? |
1-5%
6-10%
11+% |
| Are your
entire savings done through your company retirement program? |
Yes
No
If no, what percentage of your pay is through your companies retirement
program?
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| Do you
own your own home? |
Yes
No |
| What
amount of credit card debt do you currently have? |
< $1,000
$1,000-5000
$5001-10,000
>$10,000 |
| What
is the total amount of money you have in cash accounts (savings,
money market accounts, etc.)? |
< $1,000
$1,000-5000
$5001-10,000
>$10,000 |
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