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
Independent Advisor
SCHUTTE FINANCIAL
303-968-9330
Dan@SchutteFinancial.com
3801 E. Florida Ave, Suite 600
Denver, CO 80210
SchutteFinancial.com

“Good people leave an inheritance to their grandchildren....”

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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?

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

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

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* 7. Contact #1

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* 8. Contact #2 (optional)

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