Schutte Financial

Electronic Consultation

Share your story and financial goals in less than five minutes.

A human advisor will respond based on your contact preference.

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Hello,

Thank you for taking a few moments to complete your electronic consultation. By taking this brief questionnaire, you are demonstrating that you believe in your heritage and want to invest in your legacy. We look forward to hearing your story and financial goals!

After thorough research and analysis based on your input, we can provide a custom recommendation for next steps. You always have the freedom to choose what solutions to implement and when as you take action to invest in your legacy.

Thank you,

Daniel P. Schutte, MBA
Principal & Fund Manager
SCHUTTE FINANCIAL
303-968-9330
Dan@SchutteFinancial.com
3801 E. Florida Ave., Suite 600
Denver, CO 80210
SchutteFinancial.com

“Good people leave an inheritance....”

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* 1. How can Schutte Financial help and what are you looking for in a financial advisor?

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* 2. What are your top financial goals and concerns, and about how many years are you away from retirement?

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* 3. What is your current annual income and tax filing status, and what funds do you have available to invest along with the type of account they are in (e.g. savings, IRA)?

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* 4. What is your preference on return versus risk?

Maximum Return Potential / High Risk Tolerance

Moderate Return Potential / Medium Risk Tolerance

Modest Return Potential / Low Risk Tolerance

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* 5. What retirement accounts or investments do you have?

401(k)/403(b)/457(b)/TSP

Roth 401(k)/403(b)/457(b)/TSP

IRA

Roth IRA

SEP/SIMPLE IRA

Savings

Other (please specify)

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* 6. What asset protection or insurance do you have?

Health (major medical)

Accident (health gap)

Critical Illness (e.g. cancer, heart attack, stroke)

Discount Savings Card

Whole or Universal Life

Term Life

Long-Term Care

Medicare Advantage or Supplement (Medicare gap)

Disability Income

Hospital Indemnity

Other (please specify)

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* 7. Contact #1

Full Name *

Birthdate *

Address

Address 2

City/Town

State/Province *

ZIP/Postal Code

Contact Preference (Phone, Email, In Person) *

Email Address *

Phone Number

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* 8. Contact #2 (optional)

Full Name

Birthdate

Address

Address 2

City/Town

State/Province

ZIP/Postal Code

Contact Preference (Phone, Email, In Person)

Email Address

Phone Number