LibertyCrown Financial New Branufels TX, Financial Planning

lET US KNOW A LITTLE ABOUT You BEFORE WE CHAT

Prior to setting a complimentary introductory conversation, we ask that you complete the questions below. They help you identify goals and help us put together an accurate proposal for you. Plan on about 10 - 15 minutes to zip through them. Once we receive these we will reach out with scheduling options.

 

Note: This is a secure form. Info is not publicly available. We do not ask for personal information such as date of birth, account details, etc.

ABOUT YOU
Name *
Name
Are you Married? *
Spouse Name
Spouse Name
Your Address *
Your Address
We do not share your information with any marketing company or outside companies
Do you have children? *
If Yes, do you or your spouse have children from previous marriages?
BASIC INFORMATION
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$
$
$
$
Do you know what you spend on a monthly basis? *
What are you primary financial planning objectives? *
check all that apply
Other: Please share any additional information related to your goals or areas where you are hoping we can assist.
COMPANY BENEFITS
Do you or your spouse have any of the following types of benefits plans? *
check all that apply
REAL ESTATE
Do you have personal debt other than a mortgage? *
Do you own a home? *
Do you have a mortgage? *
Do you own any rental properties? *
INVESTMENTS
Which types of investments do you own? *
(check all that apply)
What is your primary investment objective? *
Are you currently working with an investment advisor / planner? *
Are looking for a firm to manage your investments? *
INSURANCE
Do you own any cash-value life insurance? *
Do you have long-term care insurance? *
Do you have disabilty insurance? *
Do you need help determing what types of insurance you should own? *
RETIREMENT
Please check off which types of retirement accounts you (and / or your spouse) have. *
check all that apply
Have you started Social Security benefits? *
Have you ever worked for the federal or state government, or worked overseas? *
Do you need to decide how or when to take a pension (ex: lump sum vs annuity)
ESTATE PLANNING
Do you have a will? *
Do you have a trust? *
Is leaving assets to an heir or charity an important goal? *
LIFE TRANSITION
Have you recently experience the following? *
check all that apply
TAX PLANNING
Are you self-employed *
Do you prepare your own income tax return? *
MISC ITEMS
Please share the best Day / Times during business hours for meetings, any restrictions on meeting times, and anything else you thing we need to know at this point. PUT N/A OF NOTHING ELSE TO ADD.
Your Best Contact # *
Your Best Contact #
Please provide the best number to use to touch base regarding scheduling options?
Spouse Best Contact #
Spouse Best Contact #