Meeting Request

1

OPTION 1: What day and time do you prefer for a meeting? (This request does not schedule a meeting)* This field is required.A staff member will call you to confirm if this meeting time is available.

2

OPTION 1: What day and time do you prefer for a meeting? (This request does not schedule a meeting)* This field is required.A staff member will call you to confirm if this meeting time is available.

3

OPTION 1: What day and time do you prefer for a meeting? (This request does not schedule a meeting)* This field is required.A staff member will call you to confirm if this meeting time is available.

4

Please verify that you are human* This field is required.

5

Name* This field is required.

First Name

Last Name

6

Phone Number* This field is required.

Please enter a valid phone number.

7

Email* This field is required.

example@example.com

8

I am a current client

YESNO

9

Select reason(s) for your meeting request.* This field is required.Select all that apply.

I am a prospect and would like a Complimentary Consultation

I am looking for a second opinion

I am getting ready to retire. I need a plan.

I have a quick question.

I need to review my accounts.

I was contacted by the staff and need to schedule.

I received an inheritance. Need to discuss my options.

I need to open an account.

I am need to transfer my accounts to you to manage.

10

Which Advisor would you like to meet?* This field is required.

Jason Karr

Joseph Dias

BK Ragan

First Available

Not Sure, I use to see Roger

Not Sure, It's my first meeting

11

Last Question... what type of meeting do you prefer?* This field is required.

15 min call

In Office Meeting

30 Min call

Zoom Call