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August 25, 2010  


LOCATE INVESTMENT ADVISORS

Requried Information
What advisory services are you looking for?

Life Insurance
Comprehensive Financial Planning (Includes all applicable advisory services mentioned below)
Investment Portfolio Management
Retirement & Retirement Income Planning
Saving for College Education
Estate Planning
Charitable Gift Planning
Insurance & Risk Management
Employee Stock Option & Restricted Stock Planning
Business Succession & Key Person Planning
What state do you reside in?:

What is the maximum distance you are willing to travel to meet with an advisor at least one time per year?

Is a remote contact through phone, email, or mail also acceptable? (Remote gives you more options)
Local Advisor
Remote Contact Acceptable
What is the total value of your investment assets (Includes: Bank accounts, stocks, bonds, mutual funds, retirement plans at work, IRA's, annuities, ownership in a business, investment real estate, etc.)?

What is your approximate net worth?

What is your current annual household income?

Which of the following fee structures are you comfortable paying?

Flat consulting fee
Commissions on transactions
Based on assets
Hourly Fee
No Preference
Please specify the minimum number of years of experience you would like your advisor to have:

When was your most recent Financial Plan completed?

Do you currently work with any of the following types of professional advisors? (Select all that apply)

CPA or Tax Preparer
Estate Planning Attorney
Insurance Agent
Investment Broker
Financial Planner
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

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Your Contact Information
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* First Name:
* Last Name:
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* Enter Your Area Code, Then Phone Number:
* Enter your Zipcode so an Investment Advisor can contact you:
Do you currently have an Investment Advisor working on this case?
How do you prefer to be contacted?

When is the best time to be contacted?



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