One last step to get information on a Top Ranked Advisor!
What are your important financial impact areas?
Select all that apply.
Investment & portfolio management
Retirement planning & income security
401k rollover
Tax reduction strategy
Estate & asset protection planning
Diversify concentrated stock position(s)
Manage my inheritance
Fiduciary insurance advice
Business consulting & strategy
Remember – your information is kept strictly confidential and will not be shared with any outside parties or used for any other purpose whatsoever.
Submit
It's SO EASY to Get Started
What is Your Age?
Under 40
40's
50's
60's
70's
What is your age?
This helps us discover your life stage & financial opportunities
Under 40
40's
50's
60's
70's
80's
When are you looking to retire?
This is important in shaping investment advice
Retired now
Within 5 years
In 5 - 10 years
In more than 10 years
How much are your liquid savings? Include cash, retirement and investment accounts
This helps us understan the complexity of your financial life.
Under $300,000
$300,000- $700,000
$700,000- $1,400,000
$1,400,000-$4,000,000
$4,000,000-$8,000,000
Over $8,000,000
What are your current household earnings?
This helps us discover your savings capactiy and tax opportunities
Under $100,000
$100,000- $400,000
$400,000- $1,000,000
$1,000,000- $4,000,000
Over $4,000,000
Do you own a business or rental real estate?
We may discover overlooked ways to save on income tax
Yes
No
Are you working with an advisor now?
We may be able to suggest key ways to upgrade or increase transparency and check on fiduciary status
Yes
No
All information completely confidential and won’t be shared with any outside parties.
Copyright © 2020 - Camarda Wealth
Working...
