Read LunchLearnForm-LM.pdf text version

605 Crescent Executive Court, Suite 100 Lake Mary FL, 32746 407-805-9423 office 407-805-9427 fax

Thank you for attending my lunch and learn today. I hope you found it informative. Please take a few moments to tell me more about yourself and your current financial situation. I look forward to helping you achieve your financial dreams! Name:________________________________________Spouse:_________________________________ Mailing Address:_____________________________City:_____________State:____Zip:________ Phone:________________________________________Best time to reach you?________________

Holland Financial produces a weekly electronic newsletter containing interesting facts and market information. Would you like to be on our mailing list? Y N Email:_________________________________________________ Are you a seasonal resident? If so, seasonal mailing address:_______________________________________

(Time of year at Seasonal Residence)

City:_________________State:____Zip:________Phone:____________________ From__________To__________

In order to serve your needs to the best of our ability, please circle the category of investable assets that most accurately describes your current situation:

Less than $100K $100K - $500K $500K - $1M $1M+

1. Are you currently retired or plan to retire in the next five years? 2. How have recent economic events affected your investment(s)?




3. Do you currently have a financial plan? Y N

4. Do you review your investments periodically?


5. Do you have any additional comments or questions?



*This information is for Holland Financial only and will be kept confidential.


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