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Schedule an Appointment

If you would like to inquire about our services or  to set an appointment to discuss your strategy with The Wealth Strategies Group, please fill out the following questionnaire. We will be better prepared to help you when we meet either in person or by telephone appointment. All information is confidential, see Privacy Policy under the “Contact Us” tab.
Yes No
Do you feel you are at a point in your financial life where you are open to more advanced wealth management strategies and possible change?
Which group describes your annual household income?
 
Under $50,000
$50,000 to $250,000
$250,000 to $500,000
$500,000 to $1,000,000
Over $1,000,000
Which group describes your total household net worth?
   
Under $500,000
$500,000 to $1,000,000
$1,000,000 to $3,000,000
$3,000,000 to $5,000,000
Over $5,000,000

Select the investment time frame that best describes you.
   
1 year to 3 years  
3 years to 5 years  
5 years to 10 years  
10 years to 20 years  
More than 20 years  

How would you describe your level of investment knowledge?
   
Extensive  
Above average  
Average  
Limited  
Very little or None  
Your Name
Spouse's Name
Daytime Phone Number
Address
City, State, Zip Code
Email Address
Your Birth Date (xx/xx/xxxx)
Spouse's Birth Date (xx/xx/xxxx)
Number of Dependents
(Including any persons outside
of your household, such as parents,
that depend on you for support)
 
   

 

 

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Important Consumer Information

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, KY, MI, MO, MT, NE, NH, NM, OH, OK, OR, PA, SC, TX, VA, WA and WY. No offers may be made or accepted from any resident outside these states.

A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities offered through LPL Financial Member FINRA/SIPC

 

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