Preliminary Questionnaire 2305

Preliminary Questionnaire

All fields marked with an * are required to be completed. If a required field is not relevant to you, please put N/A or 0.

First Name *
Last Name *

Nickname

Email *

Spouse Name

Region *

Job Title *

Job Title - Spouse *

Household Income *

<$75,000$75,000 - $124,999$150,000 - $199,999$200,000 - $299,999$300,000 or Higher

Stage of Life *

Below 4040 - 55 56 - 6465 or More

Retirement Timeline Goals *

Retired Now No Other Employment IncomeSemi-Retired - Some Employment IncomeStop working within 5 yearsStop working within 5 - 10 yearsStop working in 10+ yearsReduce work volume within 5 yearsReduce work volume within 5 - 10 yearsReduce work volume in 10+ yearsOther- Add Note Below

For questions that have more than one response, hold down the CTRL key as you click each selection.

Problems Seeking Solutions (Highlight All That Apply) *

What else matters to YOU?

Investing Experience (Highlight All That Apply) *

Corporations Owned (Highlight All That Apply) *

Net Worth (Total ALL assets less liabilities *

<$400,000$400,000 - $999,999$1,000,000 - $4,999,999>$5,000,000

Total Financial Assets (Exclude Real Estate and Corporations) *

<$50,000$50,000 - $199,999$200,000 - $999,999>$1,000,000

I/we currently investment in: *

Additional Notes

**Important.**

You will receive a confirmation page after clicking "Submit,".

If you do not, one or more required fields marked with an asterisk (*) are incomplete.

Scrolling to the top will reveal which ones.