APRIEM ADVISORS

Financial Planning Questionnaire

A clear picture today means a stronger plan tomorrow.

This form covers a lot of detail, so take your time. You can scroll to the bottom at any point and select Save and Resume Later and we’ll email you a secure link so you can pick up right where you left off.

PERSONAL INFORMATION
Legal Name
Marital Status
How many children do you have?
Your employment status:
What are your financial priorities?
INCOME
Do you and/or your spouse receive a yearly bonus(es)?:
Example: Declared age and gross monthly benefit – John – 62 – $1,500
Example: Pension – monthly gross amount, annuity – monthly gross amount, rental property – monthly gross amount, or disability – monthly gross amount.
LIVING EXPENSES
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NON-RETIREMENT
Do you have any non-retirement accounts?
Do you have any non-retirement savings (Ex: savings or checking account)?
RETIREMENT
Please select all the retirement account types you have:
Do you contribute to employee retirement account(s)?
Does your employer contribute to your employee retirement account(s)?
REAL ESTATE & LIFE INSURANCE
Do you own real estate?
Do you and/or your spouse have life insurance?
How did you hear about Apriem Advisors?
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Consent
Save and Resume Later