Bentham Wealth Scheduling

1

Are you a current client?* This field is required.

Yes

No

2

Were you referred to us by someone?* This field is required.

Yes

No

3

Want type of meeting do you want?

Quick Meeting (30 minutes)

Longer Meeting (60+ minutes)

4

Which best describes you?* This field is required.

Teacher (school employee)

University Professor

Retired / within 5 years of retirement

Other

5

Do you work for Depew UFSD?* This field is required.

Yes

No

6

Are you within 10 years of retirement?* This field is required.

Yes

No

7

Approximately how much do you have in investments?* This field is required.

Under $100k

$100k–$249,999

$250k–$499,999

$500k–$999,999

$1M+

8

Introductory Meeting* This field is required.

I am ready to get started

I have some questions (20 minute introductory meeting)