Wealth Preservation Assessment
Please complete this assessment to help us understand your wealth preservation goals and needs.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What are your primary financial goals for wealth preservation?
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Maintaining current lifestyle
Legacy planning for heirs
Protecting assets from inflation
Minimizing tax liabilities
Philanthropic giving
Other
Which of the following asset categories do you currently hold? (Select all that apply)
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Real estate
Stocks and bonds
Business interests
Retirement accounts
Collectibles or valuables
Other
How would you describe your risk tolerance?
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Conservative (prefer minimal risk)
Moderate (balance between risk and reward)
Aggressive (comfortable with higher risk for higher returns)
Have you established any estate planning documents? (e.g., will, trust, power of attorney)
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Yes, all necessary documents are in place
Some documents are in place
No, not yet
Please share any specific concerns or priorities you have regarding wealth preservation.
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