Connors Wealth Management

Please complete to the best of your knowledge. All data provided will be kept strictly confidential. If clarification is needed, please contact one of our Wealth Planning Professionals at 321-868-0732. Thank you so much for taking your time to provide our team with the above information to help us customize a personalized investment plan tailored to your needs. We look forward to our next meeting with you!

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice  offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Connors Wealth Management are separate entities from LPL Financial.

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* 1. Please provide a bit of information about yourself.

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* 2. Are you currently retired? If not, at what approximate age would you like to retire?

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* 3. What is your current age?

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* 4. What is the current age of your spouse?

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* 5. How were you introduced to Connors Wealth Management?

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* 7. How much of those funds are currently in a 401(k) or IRA?

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* 10. What is most important to you regarding your investments?

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* 11. What is least important to you regarding your investment?

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* 12. Are there any other important details regarding your finances about which we should be aware?

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