Intermountain Wealth Management - Free 2nd Opinion Quiz

Let's start with the basics: What's your name?* This field is required.

{letsStart}, which of these sounds the most like your situation? * This field is required.

I am close to retiring

I am a business owner

I am established in my career and existing investments

I have a young family, we are just starting to plan for our future

I am just starting out in my career

How happy are you with your financial advisor and the results from their work?

Are you on track to retire with enough money?* This field is required.

Yes

I'm not sure

How well does your financial advisor understand your situation

Has your financial advisor calculated your risk tolerance?* This field is required.

YESNO

How often do you hear from your advisor? Check all that apply.* This field is required.

I get regular monthly statements

My advisor contacts me on a regular basis

I don't hear from my advisor unless I call them

I don't get any reports or have meetings with my advisor

Does your financial advisor take the time to explain things to you thoroughly?* This field is required.

YESNO

Does your financial advisor charge commissions on investments or are they fee-based?* This field is required.

They charge commissions

I don't know

They charge a flat fee

Based on your answers, it sounds like you could benefit from getting a second opinion from Intermountain Wealth Management. We'd love to sit down with you! Select the method in which you would like to meet with us.

I'd like to come to your office

I'd like to meet virtually using Zoom

Please call me

I'm not ready to discuss this yet

What's your email address and phone number? We'd like to send you a reminder for our discussion.* This field is required.

Please enter your email

Please enter your phone