Inquiry Form
Name
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First Name
Last Name
Email
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example@example.com
Phone Number
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How did you find us?
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Please Select
Personal referral
Garrett Planning Network
National Association of Personal Financial Advisors
Fee-Only Network
Google search
Other
Which of the following best describes your situation?
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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?
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Investment advice
Retirement planning
Social Security
Tax planning
Roth conversions
Tax preparation
Medicare or LTC insurance
Gifting strategies (family or charities)
Cybersecurity
Other (please provide details below)
Level of service: are you looking for a one-time plan or ongoing financial planning?
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One-time financial plan
Ongoing advice & planning
Please provide any additional information you would like us to know.
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