Assante Financial Management Ltd. - Stephen Jones |
Prospective Client Questionnaire
Hello!
Thank you for taking the time to fill out our Prospective Client Questionnaire. This survey helps us determine your financial needs when it comes to comprehensive financial planning.
Our office specializes in reviewing our client's financial affairs on a holistic level, focusing on 6 major areas (Estate Planning, Tax Management, Risk Management, Investment Strategy, Retirement, and Cash Flow Planning). If this type of service fits your needs, we would be happy to meet with you!
The survey below has a total of 9 questions, and should take less than 10 minutes to fill out. Thanks!
By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that may be of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time at elizabeth.jones@assante.com.
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.
Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.