Financial Advisor Client Intake

1

What's most important to you right now?Tell us about your financial goals, and we will help you reach them.

Retirement planning

Taking care of my family

Investing my money

Business Planning

2

What is your primary retirement goal?We'll show you exactly what you need.

Income streams tailored to me

I'd like to explore ways to reduce taxes

I'd like more retirement income

I want to roll over my existing plan

3

How can we help support your family?We'll use the information provided to connect you with the best resources for your goals.

I want to make sure my family can maintain their current lifestyle

I want long-term options with cash benefits

4

Where would you like to focus?We'll use the information provided to connect you with the best resources for your goals.

I want to explore flexible investment options that are tailored to my needs

I want help with the costs of schooling for my family

I'd like a consistent income after I retire

5

Which one of these best describes your financial position?We'll use the information provided to connect you with the best resources for your goals.

I have 6 months worth saved for emergencies

Less than 1/3 of my monthly income pays off debt

I currently have assets I would like to optimize

I am figuring out where to start

6

Do you currently have an advisor?.

Yes

No

7

When was the last time you met with your advisor?

Less than one year

1-2 years

3-5 years

it's been too long

8

What is your name?Your information will not be sold. It will only be used by a live ryder financial team member to contact you within 2 business days)

First Name

Last Name

9

What is your email?We will send over your resources via email as soon as we can.

example@example.com