Alexander Hunt, AIF®, Financial Advisor

Promotions *

Your Name *

Preferred Contact Method *

E-mail *

Mobile/Phone Number *

(Optional) Spouse/Co-Client Name

(Optional) How would you describe your financial planning & investing knowledge?

(Optional) How would you describe your risk tolerance?

(Optional) What range of performance would you expect after 1 year?

(Optional) If the market were to experience a significant downturn (-40%) what would be your reaction?

(Optional) Income Details

Retired with 5k per month between social security, pension, or other income / 100k salary with 3% retirement plan match

(Optional) Financial Goals & Objectives

I want to retire in 10 years at age 65 / Paying college tuition in 7, 9 and 12 years / Setting a budget / Educating my heirs about money

(Optional) Approximate Breakdown of Net Worth

Assets = $2mil (50% investments, 40% real estate, 10% in cash) / Liabilities = 200k (90% mortgage, 10% credit cards)

(Optional) Other

Tax, family, legacy situations, upcoming events, new account, transfer details