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  HOME ABOUT US FAQ RESOURCE CENTER CONTACT US FINANCIAL REVIEW July 20, 2010


LOCATE FINANCIAL PLANNERS

Details of Your Financial Planning
What advisory services are you looking for?

Portfolio Management
Educational Planning
Retirement Planning
Estate Planning
Insurance
Business Finances
401k Rollover Assistance
Life Insurance
Beneficiary Planning
IRA Rollover Assistance
Comprehensive Financial Planning
Pre Retirement
Post Retirement
In which state do you currently reside?

What is the maximum distance you are willing to travel to meet with an advisor?

Is remote contact through phone and email acceptable? (remote gives you more options)
No strong preference
Local preferred
Local required

What is the approximate value of your assets?

What is your net worth?

What is your household annual income?

What is the size of your portfolio?

Which of the following fee structures are you comfortable paying?

flat fee
hourly fee
commissions
based on assets
No Preference
Based on net worth
Are you willing to allow an investment advisor to make decisions at his/her discretion? (select all that apply)

Advisor makes the decisions without having to consult you
Advisor makes the decisions but checks with you first
You make the decisions and guide the advisor
Please specify the minimum number of years of experience you would like your advisor to have:

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:

Do you have an active Statefarm Policy?

(*) This is a required field

Your Contact Information
* Date: Select Date
* First Name:
* Last Name:
* Enter Your Email Address. It will only be used regarding this matter.
* Enter Your Area Code, Then Phone Number:
* Enter your Zipcode so a Local Financial Planner can contact you:
Do you currently have an Financial Planner working on this issue?
How do you prefer to be contacted?

When is the best time to be contacted?



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