Intermountain Wealth Management - Free 2nd Opinion Quiz

1
Let's start with the basics: What's your name?* This field is required.
2
{letsStart}, which of these sounds the most like your situation? * This field is required.
I am close to retiring
I am a business owner
I am established in my career and existing investments
I have a young family, we are just starting to plan for our future
I am just starting out in my career
3
How happy are you with your financial advisor and the results from their work?
4
Are you on track to retire with enough money?* This field is required.
Yes
No
I'm not sure
5
How well does your financial advisor understand your situation* This field is required.
We haven't discussed this
We spoke briefly
My advisor knows all of the details
Credit Card Debt
Your Health
Job Security
Plans to buy a home
Your will / trust
Your emergency fund
Kid's College Savings
Beneficiaries
Credit Card Debt
Your Health
Job Security
Plans to buy a home
Your will / trust
Your emergency fund
Kid's College Savings
Beneficiaries
We haven't discussed this
We spoke briefly
My advisor knows all of the details
We haven't discussed this
We spoke briefly
My advisor knows all of the details
We haven't discussed this
We spoke briefly
My advisor knows all of the details
We haven't discussed this
We spoke briefly
My advisor knows all of the details
We haven't discussed this
We spoke briefly
My advisor knows all of the details
We haven't discussed this
We spoke briefly
My advisor knows all of the details
We haven't discussed this
We spoke briefly
My advisor knows all of the details
We haven't discussed this
We spoke briefly
My advisor knows all of the details
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6
Has your financial advisor calculated your risk tolerance?* This field is required.
YESNO
7
How often do you hear from your advisor? Check all that apply.* This field is required.
I get regular monthly statements
My advisor contacts me on a regular basis
I don't hear from my advisor unless I call them
I don't get any reports or have meetings with my advisor
8
Does your financial advisor take the time to explain things to you thoroughly?* This field is required.
YESNO
9
Does your financial advisor charge commissions on investments or are they fee-based?* This field is required.
They charge commissions
I don't know
They charge a flat fee
10
Score
11
Based on your answers, it sounds like you could benefit from getting a second opinion from Intermountain Wealth Management. We'd love to sit down with you! Select the method in which you would like to meet with us.
I'd like to come to your office
I'd like to meet virtually using Zoom
Please call me
I'm not ready to discuss this yet
12
What's your email address and phone number? We'd like to send you a reminder for our discussion.* This field is required.
Please enter your email
Please enter your phone
13
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