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Not For Profit Organizations Contact Form

To learn more about you and how we may be able to assist you, please take the time to answer the following questions. (Estimated time to fill out 5 minutes)

Not For Profit Organizations Contact Form

Salutation

First Name *

Last Name *

Phone Number *

Convenient time to contact

Email Address *

Address

City

State

ZIP

Country

Employer Name

Profession / Title

How did you hear about us?

Search Engine

What prompted you to request information?

Concerned - financially protect family

Inheritance

Looking for information only

Looking to replace current advisor

Unhappy with financial advisor

Getting ready to retire

Changing jobs

No time to manage investments

Other

Reason for dissatisfaction?

I feel I know more than current advisor

Unhappy with performance

Unhappy with the service

What will you base your Advisor selection criteria on?

Advisor knowledge and experience

Personal chemistry with advisory team

Investment management philosophy

Additional services provided by advisor

Firm size

Location of firm

Advisor Fees

Investment Expenses

Other

Goals during retirement?

What does money mean to you?

Security

Freedom

Power

Choice

Excitement

Other

What does retirement mean to you?

Your number one financial concern?

Are you a US Citizen?

Yes

Approximate Portfolio Size

Percent IRA(s)

Percent Personal Accounts

Percent Trust Account(s)

Percent Corp Ret Plan(s)

Percent Anuity

Percent Other Assets

Thank you for taking the time to fill out our request for information form. One of our Advisors will contact you to share more information about our firm.

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