New Client Questionnaire
Thank you for taking the time to help us get to know you better. The following questions are about your finances and investment objectives in order to help Insight Wealth Management better understand your unique circumstances. All information is kept completely confidential.
Date
*
-
Month
-
Day
Year
Date
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
-
Area Code
Phone Number
Occupation & Employer or Retired
Which of the following types of accounts do you currently have?
Workplace Retirement (401(k), 403(b), or 457(b))
Individual Retirement Account (Traditional or Roth)
General Taxable Investing (Stocks, Bonds, Mutual Funds)
Other
What is the estimated combined balance of the above accounts?
Annual Household Income
*
Under $50,000
$50,000-$100,000
$100,000-$200,000
Over $200,000
How would you rate your overall investment knowledge?
None
Basic
Moderate
Advanced
What are your primary financial goals? (check all that apply)
Retirement Planning
Wealth Preservation
Income Generation
Capital Growth
Saving for Education
Adequate Life Insurance
Other
How did you hear about Insight Wealth Management?
Add any additional information that would help our advisors better understand your situation prior to an appointment.
Submit
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