Prospective Client Questionnaire

Hello and thank you for taking a few quick minutes to fill out this prospective client questionnaire!

This survey will help better understand your financial needs and create a preliminary plan for our first meeting.

All Assante Wealth Management offices specialize in thoroughly going over our client's financial affairs giving us a bird eye view of areas of strength and areas that require improvement. The Assante Wealth Management focus primarily considers 6 major financial areas, namely; estate planning, tax management, risk management, investment strategy, retirement, and finally cash flow planning.

This survey will help us, help you and takes only a moment to complete.
 
Thank you for your time and feel free to call us should you have any difficulty.

By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time at cweisser@assante.com.

Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit https://www.assante.com/privacy-policy.

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* 1. Contact Information

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* 2. How would you like us to get back to you?

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* 4. Have you ever worked with a wealth advisor before?

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* 5. How important are the following services to you?

  Very important Moderately important Not important
Estate planning
Tax management
Risk management
Investment strategy
Cash flow planning

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* 6. What are your biggest financial concerns?

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* 7. If we could help you in one area, which would it be?

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* 8. Investable assets ($)

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* 9. What are you currently invested in?

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* 10. How did you first hear about our office?

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