The Excellent Advisor and your Privacy...

We consider your personal privacy to be an important part of our services to you. We understand the need to safeguard information about you that you have entrusted to us. As part of our commitment to you we have adopted principles designed to protect your privacy and prevent misuse of your personal information and help you understand our commitment to your personal privacy. Read our Privacy Policy.

To help us assess your needs and your ability to benefit from our professional services, we kindly ask that you complete this preliminary questionnaire.

All questionnaires are confidential when completed.

Kindly complete the entire questionnaire and click on submit query to send to us, We will contact you within 24 hours.

Age     Under 25      25-35      35-45     45-55     Over 55 

Please check all appropriate boxes:

My main areas of interest are:

 Overall "Financial Physical" and review.

Investment Planning.

Retirement Planning.

Risk Management and Insurance Planning.

Tax and Estate Planning.

Family Trusts.

Borrowing to Invest.

Education Planning.

Annual income         Under 35K       35-45K      45-60K     60-75K     Over 75K

Current savings/investments.      Under 200K       200K- 400K       Over 400K

I worked with a Certified Financial Planner before.                Yes      No 

 I would like to schedule a consultation meeting.                     

Name

E-mail address

Phone

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