Sign-Up for a "TestDrive"!

Welcome to the
Lake Tahoe Wealth Management
"TestDrive"

The TestDrive sign-up process takes just a few minutes.

First compete the form below with your contact information, the type of TestDrive you'd like to take, and payment information. Upon completion you will receive an email where you may review and digitally sign our service agreement.

Upon signing the agreement you will receive another email with a link where you can upload the required financial documents and schedule your TestDrive appointment. We'll take it from there!

We're excited about sharing our TestDrive plan with you!
- The LTWM TestDrive Team
Sign-Up for a "TestDrive"

Complete the following form and we'll get right back to you to schedule your meeting.
Name*

First NameLast Name
Email*

Confirmation EmailPlease confirm your email address here.
Phone Number
Please enter a valid phone number.
Your Age Group (required for tax and retirement planning purposes).*

49 years or younger50 to 59.5 years of ageOlder than 59.5 years of age
Which medium is best for us to contact you?

EmailPhoneTextVideo (we will send you an invite)All are fine.
Please provide any additional notes or comments you would like us to have before we meet with you.

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Next - Complete Payment

Simply select the program you would like to participate in by clicking in the circle at the top of the image, and then complete the payment information. After you "Submit Your Form" you will receive a follow-up email with your TestDrive contract and an email with a link to upload your required documents and schedule your appointment.

Select Your TestDrive*

Portfolio Review Allocation, Factor & Sector Exposure, Attribution Analysis, Risk Return Analysis, Expense Ratio. Requires upload of account statements.

$295.00 Quantity

Income Tax Planning Key Figures: marginal tax bracket, capital gains tax bracket, effective tax bracket, safe harbor amount, credit and deduction planning opportunities, Medicare B/D premiums information. Requires upload of prior year tax return.

$295.00 TD Code

Retirement Readiness The review process provides a detailed analysis of your current financial situation, retirement goals and aspirations. The result is a customized report that outlines your retirement readiness, identifies gaps or shortfalls and provides recommendations on how to bridge those gaps.

$495.00 TD Units

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Total

$0.00

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Credit Card Number	Security Code
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Welcome to theLake Tahoe Wealth Management "TestDrive"

Sign-Up for a "TestDrive"

Welcome to the
Lake Tahoe Wealth Management
"TestDrive"