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  • Financial Advisors of America Inc.

    Financial Advisors of America Inc.

  • "Confidential Financial Profile/Information" Form

  • Your financial profile is unique.

    The more information you provide, the more personalized financial strategies and recommendations we can prepare to help strengthen your long-term financial security.

    Complete this form with full confidence.

    Your information is strictly confidential. It is used solely to prepare personalized financial strategies and product recommendations tailored to your unique goals.

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  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • May we contact you by text regarding your financial updates?*
  • What is your age range?*
  • Employment Status*
  • Annual Household Income (Approximate)*
  • Approximate Net Worth
  • Marital Status*

  • Spouse Information (If Applicable)

  • What is your spouse's age range?*
  • Is your spouse currently employed?*
  • Does your spouse currently have any retirement account(s)?*
  • Which retirement account(s) does your spouse currently have? (Select all that apply.)*
  • Do you currently own your home?*
  • Do you currently have a 2nd mortgage on your home? (HELOC or Home Equity Loan)?*
  • Loan Type:*
  • Approximately how much "BUILT-UP Equity" do you have in your home?
  • Do you currently have any retirement account/s?*
  • What are your biggest retirement concerns? (Select all that apply).*
  • Which retirement account/s do you currently have? (Select all that apply.)*
  • Approximately HOW much have you accumulated in Retirement, Savings, and/or Investment Accounts? ----- (INCLUDE retirement accounts, savings accounts, CDs, brokerage accounts, money market accounts, and other investments etc.). ----- This whole form is confidential and is used to uncover - IF there are any better available options in YOUR situation.
  • Would you like to learn ways to help PROTECT your retirement savings from future market losses? (our speciality)
  • Do you currently have any life insurance?*
  • What type of life insurance do you currently have? (Select all that apply.)*
  • Does your current life insurance - include NEW comprehensive "LIVING BENEFITS" - that allows you to ACCESS your policy benefits - while you are 'STILL LIVING' - if you experience ANY one of twenty (20+) qualifying health problems? (check your policy(ies, then answer).*
  • Are there any health concerns or medical conditions for you or your spouse that you would like us to be aware of when reviewing your financial options?*
  • What are your financial goals? - (Select all that apply.)*
  • How soon are you looking to OPTIMIZE your finances?*
  • Are you currently working with a Financial Advisor?*
  • How would you prefer we contact you?*

  • Review & Next Steps

  • Thank you for completing your 'Confidential Financial Information' Form.

    We will carefully review the information you have provided.

    If we need any additional information or clarification, we will contact you using the phone number you provided above.

    If you would prefer that we contact you at a different number, please enter it in the Alternate Phone Number field above or mention it in the comments section.

    If appropriate, we will also discuss potential financial optimization opportunities that may be available to you, based on your unique situation.

    Thank you for the opportunity to serve you. We look forward to speaking with you soon.

    If you have any questions before we contact you, please email us at:   info@FAOAI.com        (with Subject line  =  Inquiry RE Form.) 
      
    Our W/S:   www.FAOAI.com

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