Before developing a long-term investment strategy, taking a step back and understanding your current financial situation is crucial. This questionnaire is designed to help us gather essential information about your financial health, goals, and preferences.
By thoroughly assessing your current financial status, we can make informed decisions that align with your long-term needs and aspirations. Whether planning for retirement, saving for a major purchase, or looking to grow your wealth, understanding where you stand today is the first step towards achieving your financial goals.
Please take your time and answer the following questions as accurately and comprehensively as possible. Your responses will provide the foundation for a personalized strategy tailored to your unique circumstances.
You may find that, as you delve into the review, you will need the assistance of your accountant, your insurance agent, or your attorney. We encourage such involvement, for the best plan will contain accurate, well-researched information and will most certainly benefit from the professional input of all the members of your team.
When you have completed this form, click Submit, and your document will be securely uploaded for analysis. Be sure to upload copies of the latest statements from any accounts you wish to have added to the information included to your Advyzon portal so that we can make the appropriate amendments.
Thank you for including us as part of your financial team. It is our pleasure to be of service and we look forward to reviewing your information with you in the near future.
