Become a Client- Jim B CFP 📧

1
What is on your mind?* This field is required.Check all that apply.
Financial Planning
Investment Management
Tax Planning
Retirement Planning
Estate and Legacy Planning
Insurance Planning
College Planning
Business Owner Planning
Social Security and Medicare
Stock Options and Concentrated Stock
Divorce and Life Transitions
2
Which best describes you?* This field is required.
I am retired
I am a business owner
I am a W2 employee
I am an executive
I am a 1099
Other
3
Which best describes you?* This field is required.
I am already retired
I would like to retire in the next 10 years
I will be working for 10-20+ years
I am just starting out
Other
4
Do you have an active financial plan?* This field is required.
Yes
No
I don't know
5
What is your investment experience?* This field is required.
Beginner (little to no experience)
Intermediate (some experience)
Advanced (experienced investor)
6
What is your preferred experience?* This field is required.
Comprehensive advice (planning and portfolio management)
Investment advice/portfolio management only
Other
7
What is best describes your investment assets?* This field is required.
I'm just starting out
Mass Affluent ($100,000-$999,999)
High-Net Worth ($1,000,000 - $4,999,999)
Very High Net-Worth ($5,000,000 - $25,000,000)
Ultra-High-Net-Worth ($25,000,000 + )
I prefer not to say
8
Do you have any existing relationships with financial professionals?* This field is required.
Yes, I have a current advisor, but would like a second opinion.
No, I'm considering working with a financial advisor.
Other
9
What is your name?* This field is required.
First Name
Last Name
10
What is your email address?* This field is required.
example@example.com
11
What is your phone number?
Area Code
Phone Number
12
Is there anything else you would like to share?
Huge
Large
Normal
Small
Ok
Ok
13
Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.

Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.

Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV and Form CRS are made publicly available at https://adviserinfo.sec.gov/
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