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People on a hike

Prior to booking an initial phone call, we ask that you complete the questions below. They help you identify goals and help us to have a snapshot of your priorities.

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  • Plan on about 5 - 10 minutes to move through this secure form.

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  • Once you have completed the questions and clicked the submit button below, you will receive a notification of successful entry. 

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  •  After we have received your form, our office will reach out to you within 2 business days to schedule a discovery call with one of our planners. 

PRE-MEETING QUESTIONS

Note: 
This is a secure form.  Info is not publicly available. We do not send solicitations.
We do not ask for secure personal information such as date of birth, acct. details, etc.    Marked areas are necessary for form completion. 

 
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Are you married?
Do you have children?
If yes above, do you (or your spouse) have children from previous marriages?

Financial Basics

Do you know what you spend on a monthly basis?
Do you have personal debt, other than a mortgage? [Not including a credit card you pay off each month]
What are your primary financial planning goals/objectives (check all that apply)

Company Benefits

Do you or a spouse have any of the following types of benefit plans (check all that apply):

Real Estate/Mortgages

Do you own a home?
Do you have a mortgage?
Do you own any rental properties?

Investments

Which types of investments do you own (check all that apply)?
What is your primary investment objective?
Are you currently working with an Investment Advisor?
Are you looking for a firm to manage your investments?

Insurance

Do you own any term or cash-value life insurance policies (not including what you may have through work)?
Do you have long term care insurance?
Do you need help determining what types of insurance you should own?

Retirement Readiness

Please check off which types of retirement accounts you (and/or your spouse) have (check all that apply):
Have you started Social Security benefits?
Have you ever worked for the federal or state government?
Do you need to decide how or when to take a pension (lump sum vs annuity for example)?

Estate Planning

Do you have a Will?
Do you have a Trust?
Is leaving assets to an heir or charity an important goal?

Life Transition

Have you recently experienced a ... (check all that apply)

Tax Planning

Are you self-employed?
Do you prepare your own income tax return?

Your form was submitted successfully.

We will reach out soon to

schedule a call with you.

Once you have completed the questions and clicked submit, you will receive a

message verifying that the form was submitted successfully.

Please allow us 1-2 business days to reach out to you to schedule a preliminary call.

Have a blessed day and week.  We look forward to connecting with you soon.

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3185 Corporate Grove. Dr., Suite C

Hudsonville, MI 49426

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Phone: 616-530-6950

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Email: plan@ideallifefinancial.com

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Client Links

Why the Butterfly?

Pre-Meeting Questions

Manuel Campins is a Registered Representative offering securities through Cetera Advisor Networks LLC, member www.FINRA.org/www.SIPC.org, a broker-dealer. Dave Veltkamp is a Non-producing Registered Representative of Cetera Advisor Networks LLC, member www.FINRA.org/www.SIPC.org. Cetera is under separate ownership from any other named entity.  Investment advisory services are offered through HBW Advisory Services LLC.  Tax Services provided by HBW Partners Tax Services LLC.  Manuel M Campins and David H Veltkamp are Investment Advisor Representatives with HBW Advisory Services LLC.  For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Cetera Advisor Networks LLC does not provide tax or legal advice.

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This site is published for residents of the United States only.  Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at:  www.ceteraadvisornetworks.com

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

© 2022 by Ideal Life Financial | All Rights Reserved 

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