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Name*

Email*

Phone*
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How did you hear about BWFA?*

APLFCU Bing BWFA Client BWFA Employee Facebook Google JHFCU LinkedIn NAPFA Other Internet TD Ameritrade

When do you want to retire?*

Within 5 years Within 10 years Within 20 years

What's most important to you?*

Investment Management Financial Planning Tax Preparation Looking for a new Advisor

How do you make your investment decisions?*

By myself/alone With spouse/partner/other With advice from a financial professional

How much do you have to invest today?*

$0 - $500,000 $500,000 - $1,000,000 $1,000,000 - $5,000,000 $5,000,000 and above

Preferred Date*

Preferred time of day
MorningAfternoon

Second Choice*

Preferred time of day
MorningAfternoon

Third Choice*

Preferred time of day*
MorningAfternoon

How can BWFA Help? What are your goals for our meeting?

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