Spring Cleaning
Get Your Financial House in Order

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

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

Spring CleaningGet Your Financial House in Order

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?

Question Title

* 7. Please indicate your net investable assets:

Question Title

* 8. How close are you to retirement?

Question Title

* 9. Are you currently a Bradshaw client?

Spring Cleaning
Get Your Financial House in Order