Inquiry Form
Name
First Name
Last Name
Email
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Phone Number
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How did you find us?
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Personal referral
Garrett Planning Network
National Association of Personal Financial Advisors
Fee-Only Network
Google search
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Which of the following best describes your situation?
Age 20-35, just starting career and/or family, starting to save for major life purchases
Age 30-50, saving for retirement, children's education, paying for home
Age 40-55, children grown and on their own, trying to save as much as possible for retirement
Age 50-65, close to retirement, preparing for Social Security and withdrawal planning
Age 65+, retired, withdrawing assets and trying to minimze taxes in retirement
What areas would you like help with?
Investment advice
Retirement planning
Tax planning
Other (please provide details below)
Please provide any additional information you would like us to know.
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