Application for Introductory Meeting

At EFP, we offer one of a kind customized solutions to our clients when it comes to minimizing taxes, multiplying how and where growth is created, and maximizing future streams of income.  As a result, we wish to be respectful of your time and ours by making sure we are a good fit to connect regarding services we offer.  Should you be a good fit for our program based on this application, a member of our team will reach out to you to schedule a call for us to connect.

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First and Last Name *
Cell Phone Number *
Best Email Address *
What is your Industry Occupation? *
Your Type of Employment (e.g. Self-Employed, 1099, Employee)
 *
What is your current family household income?
 *
Required
How much are you currently investing towards your wealth building efforts per month and/or are in position to invest for yourself and your family? *
Required
What is most important to you about your financial future and the way you grow and protect your wealth?
*
What do you feel you may be missing in the current strategies your broader financial team is utilizing?
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Are you the person fully making the financial decisions in your family?  If not, can we count on you to bring the additional interested party to our call?
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Are you able to commit financially to giving your money a better chance at being optimized, should our program is the right fit for you to achieve your goals?
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What makes you a great candidate for a program that enables it's clients to significantly minimize tax exposure; optimize how, where and why they invest; and maximize exit strategies as well as streams of income in retirement? *
Where did you hear about us? *
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