"Zero Tax Blueprint" Profile & Questionnaire

Interest Profile

Thank you for your support. We look forward to serving you and assisting you on your personalized Journey!
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Age
example@example.com
1. What are your financial goals and/or objectives? Check all that apply.*

RetirementBig ticket purchase (Car, Home, Vacation)Paying of debtStarting a businessZero Tax or as close as I can get!Other
2. Current Employment Status*

UnemployedEmployedSelf-EmployedRetired
3. Do you have any of the following - Check all that apply*

Credit card debtStudent loansMortgagesOther LoansGood creditCredit needs helpOther
4. What type of retirement accounts do you currently have? Check all that apply*

401K or similarPensionTraditional IRARoth IRAMutual FundsCD'sMoney Market Account
5. Do you have insurance? Check all that apply*

Term LifeWhole LifeIULAnnuityLong Term Care (LTC)Accidental Death & Dismemberment (AD&D)DisabilityHealth Insurance (Self funded)Health Insurance (Government Funded)Health Insurance (Employer Funded Full or Partial)Other
6. What is your Risk Tolerance?*

LowModerateAggressiveWhatever it takes!!
7. Do you have any estate planning completed? Check all that apply*

WillSimple Family TrustILIT - Irrevocable Life Insurance TrustSpend Thrift TrustRevocable TrustTestamentary TrustSpecial Needs TrustCharitable TrustAsset Protection TrustLiving TrustOther
8. How much do you contribute to your retirement plan on a monthly basis. Choose the closest answer without going over.*

Zero$100$250$500$1000$1001 or more
9. Are you concerned about Inflation or Higher Taxes affecting your retirement & or Investment income?*

Yes, DefinitelyNo, Not reallyUnsure
10. Would you like a complimentary consultation? Check all that apply*

Zero Tax Retirement IncomeZero Tax Investment FundsLife Insurance (Protection if you die to soon)Annuities (Protection if you live longer than expected)Estate PlanningAll of the aboveNo Thank You
11. Is there any other information you think would be helpful for us to know about your financial situation?
Should be Empty:

Interest Profile