Application Page

Application to work with Campbell Financial Advisory.

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Name *

First

Last

Phone Number *

Marrital Status *

Married Divorced Widowed

Email *

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Less than 50 50-58 59-70 70+

1. What is your biggest financial concern right now?

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Running out of money in retirement Market volatility affecting my investments Paying too much in taxes Covering healthcare or long-term care costs Other

2. What is your primary concern?

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I'm worried about maintaining my lifestyle in retirement I've seen friends or family struggle financially in retirement and I don't want that to be me I've lost money in previous market downturns and am now at the point in my life where I can't afford losses I don't have a plan and feel unprepared

3. What is your estimated total investable assets (excluding home equity)

4. Do you currently work with a financial advisor?

5. Are you willing to pay a professional a management fee of 0.60% to 1.50% for full financial planning and investment management services assuming you see value in provided services?

6. When it comes to your retirement income which option would you prefer?

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Yes No

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Predictable income that is guaranteed for your lifetime Unpredictable income that is NOT guaranteed, but may have better growth potential if stock market based investments do well

7. How soon do you plan on creating or making changes to your financial plan?

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Immediately--I need help now Within the next 6 months Within the next year I'm just exploring my options

8. How involved do you want to be in managing your financial plan?

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I want a professional to handle everything for me I want guidance but still want to be somewhat involved I prefer to make all investment decisions on my own

9. What is your biggest frustration when it comes to managing your finances?

Comment *

10. If selected as a potential good fit for our services, are you open to a no-obligation consultation to discuss your financial concerns and explore potential solutions?

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Yes, I'd like to explore how you can help No, I happy with my current situation and don't need help