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What type of services are you looking for in a financial advisor?
Cash flow planning
Check all of the services you are interested in receiving from this advisor.
Investable assets to be managed?
Less than $100,000
$100,001 - $250,000
$250,001 - $500,000
$500,001 - $1 million
$1 million - $5 million
Over $5 million
The tendency is to want to overestimate the amount of assets in order to attract a better advisor. Don’t do this. You don’t want to be the biggest client, nor do you want to be the smallest. You want an advisor that is comfortable and knowledgeable in managing assets in your range.
Fill out the forms below to send the advisor of your choice this information
Advisor's Email Address
Message to Advisor / Notes
If you’d like, you can provide additional information about yourself and your financial situation to the advisor so he/she can respond to your unique needs.
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