Initial Meeting Questionnaire - The Goff Financial Group

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Complete the form below and we will send you the checklist before our call

Scheduling Options:*

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Call me to schedule our Checklist Review Call

I would like to schedule our call immediately

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In What Areas Do you Need Assistance?

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Retirement Planning

Concentrated Position in Company Stock

Interpreting and Maximizing My Benefit Plans

Long-Term Tax Planning for My Portfolio

Find Out If An Independent Advisor Is Right For You

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First and Last Name*

First Last

Email*

Phone*

Current/Former Employer

In What Areas Do you Need Assistance?

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Retirement Planning

Concentrated Position in Company Stock

Interpreting and Maximizing My Benefit Plans

Long-Term Tax Planning for My Portfolio

Energy Industry Specialist

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Mail my free book to the following address. (No P.O Box)

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First Name*
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Last Name*
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Email Address*
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Phone Number*
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How close to retirement are you?*
How much have you saved for retirement?*
What is your top concern today?*
What is your top concern today?
- Outliving my money
- Making my money grow
- Having enough income to meet my needs
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