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FINANCIAL REVIEW

January 07, 2009

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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