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Answer a few quick questions and one of our managers will reach out to you as soon as possible.
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How confident are you in your long-term financial plan?
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Very Confident
Somewhat Confident
Not Confident
I don’t have a plan
When would like to retire?
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1-4 years
5-9 years
10-19 years
20-29 years
30+ years
Already Retired
How do you currently manage your money?
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I manage my own investments
I use retirement plans (such as a 401(k), Roth IRA, IRA)
I use a robo-advisor
I work with a financial advisor
None of the above
How Comfortable are you with investing?
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Very comfortable
Somewhat comfortable
Not comfortable at all
Are you married?
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Yes
No
Do you own your Home?
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Yes
No
Do you own a business?
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Yes
No
Do you have a 401k?
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Yes
No
Do you have an IRA?
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Yes
No
Do you have an emergency fund?
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Yes
No
Which of these is most important for your financial advisor to have?
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Tax expertise
Estate planning expertise
Insurance product expertise
Real Estate expertise
Have you ever worked with a financial advisor?
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Yes
No
Please estimate your household income.
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Less than $40,000
$40,000-$74,999
$75,000-$99,999
$100,000-$149,999
$150,000-$249,999
Over $250,0000
Please estimate your total investable assets.
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Less than $25,000
$25,000 - $99,999
$100,000 - $249,999
$250,000 - $999,999
$1,000,000 - $4,999,999
Over $5,000,000
Please estimate your current monthly savings.
*
Less than $100
$100 - $249
$250 - $499
$500 - $999
$1,000 - $1,999
Over $2,000
Phone Number
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Email
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What is the best time for us to reach out?
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Δ
Contact Us
4404 Westlawn Dr. Nashville, TN 37209
(615) 359-1825
welcome@creativeinvestments.amwn.net
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