Pre Call Questionnaire

Company

This field is for validation purposes and should be left unchanged.

Take advantage of scheduling a COMPLIMENTARY 30-minute virtual meeting with Strategic Wealth Partners. There’s no cost for this meeting and absolutely no obligation on your part. During this meeting, we can address whatever is most important to you.

Name*

First Last

Spouse Name (if Applicable)

First Last

Phone Number*

Email Address*

City/State*

Your Age*

Please enter a number from 0 to 120.

What Is Your Target Retirement Age?*

Please enter a number from 0 to 120.

Do You Currently Have a Financial Advisor?*

Yes
No

Do You Currently Have an Updated Financial Plan?*

Yes
No

Tell us a little about your current strategy and how you arrived at this strategy.*

Investable Assets*

Household Income*

Are You a Business Owner?*

Yes
No

Please provide the number one priority you would like to discuss to make sure our time is efficient together*

This field is hidden when viewing the form

Advisor Name*

This field is hidden when viewing the form

Meeting Time*