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LFS ADVISERS

Manage Today, Secure Tomorrow

Name

Email

Phone

Preferred Contact Method

Email

Text

Call

Age

Filing Status

Annual Income

# of Children & Ages

What are your Financial Worries, Fears, and Goals

Check all that Apply

Carry a Credit Card Balance

Live Below Your Means

Know Your Net Worth

W2 Wages

1099 Earnings

Self Employment / Business Income

Employer 401(k) Match

Employee Stock Purchase Plan

HSA Donation

Pension

Owns Primary Residence

Owns Investment Real Estate

Business Ownership

Traditional Retirement Accounts (401k/IRA/403(b)/457)

Roth Accounts (401k / IRA)

Health Savings Account

Brokerage Account

529 Account(s)

Savings Bonds / Treasuries

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