Georgia Advisory Group

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(770) 746-6511

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2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30009 USA

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Georgia Advisory Group

Have Any Questions?

(770) 746-6511

Visit Us Daily

2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

Client Login
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Financial Questionnaire

    16%

    CONTACT INFORMATION

    SPOUSE DETAILS

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    24%

    FAMILY

    Family Hierarchy

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    32%

    LEGAL ITEMS

    Which of the following documents do you have?

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    48%

    POLICY

    Select Policies:

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    56%

    CASH FLOW

    Please list before tax monthly income from each source:

    Social Security
    (Survivor Options)
    Wages
    Pension
    Other Income
    Retirement Plan Contributions
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    64%

    LIFE EVENTS

    In the near future, I expect to: (Please check all that apply)

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    72%

    ASSETS

    Please check off the accounts you currently hold. Note the approximate value and bring in the latest statement.

    Property:

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    80%

    RETIREMENT INFORMATION

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    88%

    CONCERNS

    Which of the following are your top three concerns?

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    96%

    OBJECTIVES

    Please prioritize your financial objectives by numbering the following 1 through 9, with 1 being the most important:

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    100%

    RISK/GOALS

    Please pick the top two for your retirement “nest egg” money.

    Risk Tolerance?

    How would you describe your investment knowledge?

    How would you describe your spouse’s investment knowledge?

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