Thank you for allowing us the opportunity to discuss how we can assist you in planning and securing your financial future. When working with DBR & Co Wealth Partners, you will be assisted by an experienced and knowledgeable Financial Advisor, who’s objective is to learn as much about you as possible. This allows us to create a personalized plan for you based on your unique life situation, your goals and current financial status.
This process allows you to organize your information while providing us with valuable insight on how we may add value through our expert advice. We ask that you answer as many of the questions as you feel comfortable with. Any information we obtain will be strictly confidential.
We thank you in advance for helping us make your first experience with DBR & Co a meaningful one.
Describe your immediate goals
Describe your long term goals
You:
Your spouse:
Our goal at DBR & Co. is to help you achieve and preserve financial security according to your stated goals and objectives and to develop a close relationship with you and your other advisors:
Thank you for your time in completing this questionnaire. The information you are providing will assist us in helping you with your next steps in planning your financial future.