Let's get started. What's your first name? *

 
Thanks {{answer_61693870}}. What's your last name?

 
What's your telephone number?

 
{{answer_61693870}}, what type of telephone number did you provide?


 
What's your street address?

 
What city do you live in?

 
What state do you live in?

Please use two letter state abbreviation.
 
What is your zip code?

 
{{answer_61693870}}, How are you currently investing?


 
What are your expectations in looking to hire an investment advisor?


 
{{answer_61693870}}, when you think about your investments, which do you care about most?


 
If your entire portfolio lost 10% or more of its value in a month, what would you mostly like do?

{{answer_61693870}}, this question is important for us to better understand how you might react to market volatility or a market correction.

 
What's your age?

 
What's the total value of all your investment assets?

{{answer_61693870}}, your total investment assets should include all your accounts, regardless if you are considering hiring Firstmetric to manage all or only a portion of your investment assets.
 
{{answer_61693870}}, please select all of the types of investment accounts you own.


 
Do you own any real estate; include your primary residence? *

     
 
Please select all the types of real estate you own.


 
What's the total estimated market value of all your real estate investments; include your primary residence?

 
{{answer_61693870}}, do you hold any debt or mortgages on your real estate investments; include your primary residence? *

     
 
What's the total estimated amount of debt and mortgages on you hold on your real estate investments; include your primary residence?

 
Are you retired? *

     
 
Congratulations {{answer_61693870}}! Hopefully retirement is treating you well. Do you have any pensions? *

     
 
What's the total monthly amount you receive from all your pensions (estimates are fine)?

 
Do you receive Social Security benefits? *

     
 
What's the amount of your monthly Social Security benefits?

 
{{answer_61693870}}, not including your investments do you have any other sources of income? *

     
 
What's the total monthly amount of your other income sources?

 
How much annual income do you need from all income sources to continue to live comfortably and enjoy your retirement?

 
What's your anticipated retirement age?

 
{{answer_61693870}}, what do you expect your sources of income to be at retirement?


 
What's your annual salary?

 
{{answer_61693870}}, do you anticipate your salary to substantially change in the future? *

     
 
Please explain what you expect to change in your annual salary.

 
Are you currently saving any money in retirement and/or taxable investment accounts? *

     
 
{{answer_61693870}}, what is the estimated amount you are saving annually in all your investment accounts?

 
Do you expect to receive any type of inheritance in the future? *

     
 
What types of inheritance do you expect to receive in the future?


 
What's the total estimated value of the inheritance you may expect in the future?

 
{{answer_61693870}}, do you have any other assets that we have not asked you about? *

     
 
Please let us know the estimated value of your other assets that we have not asked you about.

 
Do you have any tax losses that you are carrying forward from prior tax years? *

     
 
What's the estimated amount of your tax loss carry-forward?

 
How did you learn about Firstmetric?


{{answer_61693870}}, thanks for providing us with some initial information about yourself and your financial situation.

The next step is to schedule a time to talk with us for about 30 minutes to review the information you shared and to get to know each other.  After our call we will prepare and send you an investment plan based on your personal situation at no cost or obligation to become a client.
Click to schedule your call.