QuadWealth: Wealth Management Consulting - Wealth Management Questionnaire

QuadWealth Wealth Management Questionairre

QuadWealth Blog with Jeremy Louder, Jeff Brown, Brad McJunkin and Clint Lowery

Wealth Management Questionnaire

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Be sure to tune in to QuadWealth Radio every Saturday from 3 - 4 PM on WBAP 820.

Or you can listen anytime online through our radio page, or subscribe to the official podcast.

Please fill out as much information below as possible so we can accurately assess your individual needs and determine what strategies may be right for you. Once you submit the form, one of our client respresentatives will contact you to walk you through our process.

How did you hear about QuadWealth? WBAP News/Talk 820 Podcast Direct Mail TIME Magazine US News & World Report Newsweek Sports Illustrated The Week Blog LinkedIn Twitter Google Affiliate Company (DFW Realty, Monarch Vision Homes) QuadWealth Employee Friend If you were referred by an employee or friend, please put their name:
In what area(s) of the QuadWealth R.A.T.E. System are you most interested: (check all that apply)
Retirement Income Generation
Asset Accumulation
Tax Planning
Estate Planning
PERSONAL INFORMATION
First Name:
Last Name:
Date of Birth:
Marital Status: Married Divorced Single
Address:
City:
State:
Zip:
Home Phone:
Work Phone:
Cell Phone:
Email:
Preferred method of contact: Email Phone
Employer:
Position/Title:
How Long:
Monthly Income:
401(k) Balance:
IRA Balance:
Stock Value:
Mutual Fund:
Annuity Balance:
Credit Rating: Excellent Fair Poor
Have you ever had a bankruptcy? Yes No
Have you ever had a foreclosure? Yes No
Have you ever invested in real estate? Yes No
Do you currently have any life insurance? Yes No
If your policy has any cash value, what is the amount?
Do you currently have an experienced: (check all that apply)
Financial Planner
Mortgage Planner
Attorney
Accountant/C.P.A.
Tax Advisor
Tax Attorney
Estate Planning Attorney
SPOUSE INFORMATION
Full Name:
Date of Birth:
Address:
City:
State:
Zip:
Home Phone:
Work Phone:
Cell Phone:
Email:
Employer:
Position/Title:
How Long:
Monthly Income:
401(k) Balance:
IRA Balance:
Stock Value:
Mutual Fund:
Annuity Balance:
Credit Rating: Excellent Fair Poor
Have you ever had a bankruptcy? Yes No
Have you ever had a foreclosure? Yes No
PRIMARY RESIDENCE INFORMATION
Property Type: Single Family Residence Duplex Condo Manufactured Home
Year Purchased:
Purchase Price:
Current Value:;
1st Mortgage Holder:
Balance:
Monthly Payment:
Do you Escrow?
Taxes/year:
Insurance/year:
Rate (%):
Term (years):
Loan Type: Fixed Rate ARM Balloon
2nd Mortgage Holder:
Balance:
Monthly Payment:
Do you Escrow?
Taxes/year:
Insurance/year:
Rate (%):
Term (years):
Loan Type: Fixed Rate ARM Balloon
Comments:
Please Verify the Text Below:
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PERSONAL INFORMATION

SPOUSE INFORMATION

PRIMARY RESIDENCE INFORMATION