Laying the Foundation for
Multi-Generational Wealth Planning

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* 1. First Name

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* 2. Last Name

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* 3. Phone Number

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* 4. Email Address

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* 5. Spouse Name

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* 6. How did you hear about us?

Attended an Event

Mail

Online Search (Google, Bing, Yahoo)

Podcast

Radio

Referral of a friend or family

Social Media

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* 7. Please indicate your net investable assets:

Less than $250k

$250 - $500k

$500k - $1M

$1M - $3M

More than $3M

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* 8. How close are you to retirement?

Less than a year

2-5 years

5-10 years

10-20 years

20+ years

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* 9. Are you currently a Bradshaw client?

Yes

Laying the Foundation for Multi-Generational Wealth Planning

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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?

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* 7. Please indicate your net investable assets:

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* 8. How close are you to retirement?

Question Title

* 9. Are you currently a Bradshaw client?

Laying the Foundation for
Multi-Generational Wealth Planning