The American Rescue Plan Act Question Title Question Title * 1. First Name Question Title * 2. Last Name Question Title * 3. Phone Number Question Title * 4. Email Address Question Title * 5. Spouse Name Question Title * 6. How did you hear about us? Attended an Event Email Mail Online Search (Google, Bing, Yahoo) Podcast Radio Referral of a friend or family Social Media Question Title * 7. Please indicate your net investable assets: Less than $250k $250 - $500k $500k - $1M $1M - $3M More than $3M Question Title * 8. How close are you to retirement? Less than a year 2-5 years 5-10 years 10-20 years 20+ years Question Title * 9. Are you currently a Bradshaw client? Yes No Next