First Name
Last Name
Email
Phone
Occupation
Accountant
Administrator / Other
Architecture and Engineering
Arts, Design, Entertainment, and Sports
Attorney
Building and Grounds Cleaning
Business and Financial
Business Owner
Community and Social Service
Computer, Math and Information Technology
Executive
Farming, Fishing, and Forestry
Fire Fighter
Food Preparation and Serving
Healthcare Practitioners and Technical
Healthcare Support
Homemaker
Installation, Maintenance, and Repair
Insurance
Investment Banker
Life, Physical, and Social Science
Management
Manufacturing and Production
Media and Communication
Military
Non-Profit
Office and Administrative Support
Personal Care and Service
Physician - Hospital
Physician - Private Practice
Police Officer
Protective Service
Real Estate, Construction and Extraction
Sales and Marketing
Student
Teacher/Professor
Transportation and Materials Moving
Unemployed
Job Title
Zip
How did you hear about us?
Referral
LinkedIn
Twitter
Web Search
Publication
Event
Webinar
Other
How may we help?
What services are you interested in?
Cash Flow & Compensation Planning
College Planning
Estate Planning
Family Office Services
Financial Planning
Insurance Review
Investment Management & Review
Pre-sale and Exit Planning
Retirement Planning
Special Needs Planning
State Retirement Planning
Tax Planning
What is your estimated household income?
Below $100,000
$100,000-$299,999
$300,000-$499,999
$500,000-$1,000,000
$1,000,000 +
What is your estimated asset range?
Less than $2 million
$2-$5 million
$5-$25 million
$25 million-$50 million
$50 million +
When would you like to retire?
Retired
1 to 10 years
11 to 20 years
21+ years
No Immediate Plans
Office Location
Akron, OH
Beachwood, OH
Berwyn, PA
Burlington, MA
Cleveland, OH
Columbus, OH
Hilton Head Island, SC
Litchfield, CT
Houston, TX
Mayfield Heights, OH
Nashville, TN
St. Clair Shores, MI
San Antonio, TX
Tampa, FL
Troy, MI
No preference
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