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Battle Creek: 269-441-4143
Jackson: 517-795-2025
Kalamazoo: 269-441-4099

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Initial Survey

This survey must be completed and returned prior to scheduling an Orientation Meeting.

Initial Survey

This survey must be completed and returned prior to scheduling an Orientation Meeting.

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Name*

First Last

Nickname

Age*

Please enter a number from 18 to 120.

Cell Phone*

Email*

Enter Email Confirm Email

Employment Status*

Retired

Retiring within 1 year

Retired, working part time

Employed

Unemployed

If you did/do work, where did/do you work?

Occupation

Work Phone

Beverage Choice

What would you like to drink when you visit us at the office?

Are your parents still living?*

Yes

No

Do you have children?*

Yes

No

Family Information

Do you have a spouse or domestic partner(DP)?*

Yes

No

Spouse/DP Name*

First Last

Spouse/DP Nickname

Spouse/DP Age*

Please enter a number from 18 to 120.

Spouse/DP Cell Phone

Spouse/DP Email

Enter Email Confirm Email

Spouse/DP Employment Status*

Retired

Retiring within 1 year

Retired, working part time

Employed

Unemployed

If your spouse/DP did/does work, where did/does he/she work?

Spouse/DP Occupation

Spouse/DP Work Phone

Beverage Choice for spouse/DP

What would your spouse/DP like to drink when you visit us at the office?

Are your spouse's/DP's parents still living?*

Yes

No

Does your spouse/DP have children?*

Yes

No

Contact Information

Address*

Street Address City State ZIP Code

Home Phone

Tell us about your experience with Financial Advisors

Who referred you?

What did they say about me or my firm?

Have you ever worked with an adviser in the financial industry before?*

Yes

No

What was that like?

How would you summarize your current risk level?*

1 being "no risk" to 10 being "high risk"

What is your attitude to activity in your accounts?*

I prefer a buy and hold strategy. I am willing to ride out the market declines realizing that the market will likely recover to new highs.

I prefer a tactical strategy. Moving money to cash to protect account values during market declines and redeploying capital at more opportune times is preferred to buy and hold.

What percentage of your total investments are you considering having us manage?*

No investments

25%

50%

100%

Approximate investment value?*

Approximate annual income*

What is your primary interest in talking with us?*

Contact Us

Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck: BROKERCHECK

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through Generations Financial Planning & Wealth Management. Cambridge and Generations Financial Planning & Wealth Management are not affiliated. Cambridge does not provide tax or legal advice.

Advisory services available in all 50 states. Information relating to securities is intended for use by individuals residing in: Alabama, Florida, Georgia, Indiana, Maryland, Michigan, Minnesota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and the U.S. Virgin Islands only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.

Click Here for Cambridge’s form CRS

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Battle Creek

269-441-4143
es@genfinplan.com
77 E Michigan Ave, Suite 140
Battle Creek, MI 49017

Jackson

517-795-2025
dthomas@genfinplan.com
977 Airport Rd.
Jackson, MI 49202

Kalamazoo

269-441-4099
nacri@genfinplan.com
1803 Whites Rd. Suite 6.
Kalamazoo, MI 49008

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