IF YOU'RE ALREADY A CLIENT ? > https://goo.gl/forms/Lyl6lGI6nLKK31wr2
As a 2nd generation 'Portfolio Broker', I work with you from a 'bigger picture' approach. That's how I learned, grew up, handle my affairs, & have helped so many clients buying/ selling/ and investing over decades , multiple transactions, life experiences, ... relo's nationwide. If you think this approach may be for you, or you're already a current client. Lets bring your vision up-to-date!
To assure a good fit and optimal service, we request you update this CRF at least once annually, then with any significant activity. > If you are a new client, this is your INTAKE & SETUP questionnaire.
Complete this CLIENT REVIEW from a lifelong perspective of your net worth. Share and update your interests, goals, resources and intentions to make our service to you best. This helps us advise and create the best experience. Thank you.
Please, complete all items & if married, complete as a team.__________________ Want a hard copy? Just call or email.