Prospective Client Form

Name

Email Address

Phone

How did you hear about Fagan Associates?

What prompted you to contact us? More specifically, what are your primary financial concerns/objectives that you feel need to be addressed?

What are your investable assets, including 401(k)s, 403(b)s IRAs, NYS Deferred Compensation, Cash balance accounts?

Do you have any major debt, such as student loans, a mortgage, credit card debt, etc?

In years, how close are you to retirement?

On a scale of 1-10, what number would you place as to your level of tolerance to risk with a 10 being the most risky

Prospective Client Questionnaire