Client Fact Finder

Address

Employer's Address

Address

Address

Address

Address

Financial Information
Tax Bracket
Risk Tolerance
Will/Trust

Yes No
Cash Accounts
Checking
Savings
CD's/Money Markets
Life Insurance
Cash Value
Total Death Benefit
Other Insurance
Disability

Yes No
Long-Term Care

Yes No
Real Estate (Primary)
Price Paid
Date of Purchase

- Month - Day Year
Owned By
Market Value
Mortgage Balance
Term
Is your Rate

Fixed Variable
Investments
Bonds
Stocks
ETFs/CEFs
Mutual Funds
Options
Annuities
IRAs
401ks/403Bs
Pensions
529 Saving Plans
Other
Other Real Estate
Location/Description
Date of Purchase

- Month - Day Year
Price Paid
Market Value
Mortgage Balance
Term
What are your concerns and/or questions?
Interest Rate
Salary
Type

Fixed Variable
Other Liabilities
Student Loans, Car Loans, Credit Card Debt
Net Worth
Liquid Net Worth
Net Worth
Questions
What are your concerns and/or questions?
Do you pay off your credit cards to $0 balances monthly?

Yes No
Do you currently contribute to an employer retirement plan (401k, 403b)

Yes No
At what age would you like to retire?
What are your financial goals?
Which of our services interest you?

Investing/Trading Retirement Planning Estate Planning College Planning Other Goal Planning
Is there anything else that you would like to discuss?
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Client Information