Contact Info

Let's Get Started

Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us craft an accurate proposal for you. Once we receive these we will promptly reach out with scheduling options.
We respect your privacy and your email. The information you provide in this secure form will never be shared or sold to a third-party.

* Indicates required field

Name *

First

Last

Email *

Age *

State *

How did you hear about us? *

Are you married? *

If yes, what is your spouses info?

Spouse's First Name *

Spouse's Last Name *

Spouse's Age *

Do you have children? *

If yes above, do you (or your spouse) have ay children from previous marriages? *

Do you know what you spend on a monthly basis? *

Do you have personal debt other than a mortgage? *

What are your primary financial planning goals/objective? (check all that apply) *

Determining when retirement is realistic Coordinating investments with tax planning Saving for college for children / grandchildren Understanding and managing my investments Aligning all the financial pieces toward a goal Saving for retirement Reducing taxes Other

Other goals *

Do you or your spouse have benefit plans? (Check all that apply) *

Deferred Comp Plan ESPP (Employee Stock Purchase Plan) ESOP (Employee Stock Ownership Plan) Stock Options (Restricted, ISO or NQs) Pension Plan SERP (Supplemental Exec Retirement Plan)

Do you own a home? *

Do you have a mortgage? *

Do you own any rental properties? *

What is the approximate total of all your savings, investments, and retirement accounts? *

What is your primary investment objective? *

Are you currently working with an investment advisor? *

Are you looking for a firm to manage your investments? *

Do you own any cash-value life insurance? *

Do you have long term care insurance? *

Do you have disability insurance? *

Do you need help determining what types of insurance you should own? *

Have you started Social Security benefits? *

Have you ever worked for the federal or state government, or worked overseas? *

Do you need to decide how or when to take a pension (ex: lump sum vs. annuity)? *

Do you have a will? *

Do you have a trust? *

Is leaving assets to an heir or charity an important goal? *

Do you have any self-employment income? *

Do you prepare your own income tax return? *

Please share which days and times are best for you for an introductory conversation.
Also share any restrictions on meeting times and any additional info you would like to share.

Information goes here *

Your Email *

Your Phone Number *

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Phone: 800-571-6447
Email: [email protected]
Mailing Address:
P.O. Box 2437
Benton, AR 72018

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