Contact 2018-01-16T13:21:09+00:00
financial planning advisor nassau county
PRE-MEETING QUESTIONS
best retirement planning advisor nassau county new york

Prior to setting a complimentary introductory conversation, please complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Once we receive these we will reach out with scheduling options.

For Individual Investors
For Company 401k Decision Makers

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For Individual Investors

Note: This is a secure form. Info is not publicly available. We do not ask for personal information such as date of birth, account details, etc.

First NameRequired
Last NameRequired
AgeRequired
Street Addressyour full name

(Note: we do not share your info with any marketing lists or outside parties.)

City
State
Zip
Phoneyour phone number
Are you married?
If yes above, enter spouse's full name
Spouse's ageyour full name
Do you have any children?pick one!
If yes above, do you (or your spouse) have any children from previous marriages?pick one!
How did you hear about us, and/or find us?Comments
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Basics

Do you know what you spend on a monthly basis?pick one!
Do you have personal debt other than a mortgage?pick one!

Investable Assets:

Approximate Value of your Portfolio (Including IRA/401K)your full name
What are your primary financial planning goals/objective (check all that apply):pick one!
Other Goals - Please share any additional information related to your goals or areas where you are hoping we can assist.more details
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For Company 401k Decision Makers

Business Name
Type of Business Entity (e.g., C-Corp, S-Corp, etc.)
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Client Address
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Client Contact informationFull Name
CompanyTitle/Position
Phone
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Fax
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Email
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Shareholders/Owners:
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Any other Companies owned by the Shareholders/Owners which also have Employees?If yes, provide Company name, % of ownership, type of entity and EIN#.
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What type of retirement plan(s) do you currently offer?
Approximately how many employees do you have?
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Approximately how many of them participate in the plan?
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Does the plan provide for an employer match and what is the formula?
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Is your plan currently maintained on a daily valuation recordkeeping system?
Do you, as the plan sponsor, feel you have been appropriately serviced by your current provider(s)?
Do employees feel they have suitable investment choices? Do they understand investment concepts and risks?
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Does your plan have an investment policy statement (IPS)?
Are administrative costs currently paid by:
What types of assets does your plan hold?
What features would you like to add or change about your retirement program and why?
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What are the most important reasons for having the plan, from an employer and employee perspective?
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