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To help us better understand your personal situation; please CHECK ALL that APPLY to you. Then you can immediately book a time and day for a quick OVERVIEW with one of our Advisors to find out if there is anything we can help you with.
What Primary Concerns brought you to Dave's SmartVestorPro Website? Check All that apply:

Retirement PlanningRollover a 401K/403BCollege FundingRoth/Trad IRAPoor PerformanceNot Happy With AdvisorInheritanceJust Getting StartedDebt SnowballOther
I currently own:

Roth/Trad IRAFormer 401k/403bGov't TSP/Defer CompCollege ESA/529AnnuitiesPensionMutual FundsStocks/BondsCD's/MuniOther
I have these debts:

Credit CardsCollege DebtMortgage DebtBank LoansAutomobileFamily Loan401k Loan at WorkEquity Line of CreditI have NO debtOther
My Investments Total:

Less than $25,000$25,000-50,000$50,000-100,000$100,000-250,000$250,000-500,000$500,000-750,000$750,000-1,000,000$1,000,000 Plus
I Would Like to Discuss

Need Help in Aligning Investments Using Dave's StrategiesNeed to Rollover Retirement Accounts to an IRAInvestments with Higher Growth PotentialConsolidate Accounts to Make it Easier to Keep up WithHow to Convert a Trad IRA to a Roth IRAHow to Invest an Inheritance or Large Sum of MoneyActive vs Passive InvestingCollege Funding OptionsOther
Additional Notes That Would Be Helpful For Your Meeting
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To help us better understand your personal situation; please CHECK ALL that APPLY to you. Then you can immediately book a time and day for a quick OVERVIEW with one of our Advisors to find out if there is anything we can help you with.