Services Our Team Curran Views Contact PANORAMA FIDELITY LOGIN Complimentary Portfolio Review If you are looking to improve your investment outcomes by getting a professional second opinion, you are in the right place! We have helped hundreds of clients and we look forward to assisting you. Feel free to email us at info@curranllc.com or fill out the questions below to get started. We look forward to hearing from you! NAME * EMAIL * PHONE WHAT IS YOUR PRIMARY INVESTING OBJECTIVE? CHECK ALL THAT APPLY. * To ensure safety of my principal To achieve a particular investment goal To accumulate assets for retirement To build wealth Other IF YOU SELECTED "OTHER" TO THE QUESTION ABOVE, PLEASE SPECIFY BELOW: IN TERMS OF WEALTH MANAGEMENT, WHAT SERVICE ARE MOST IMPORTANT TO YOU? CHECK ALL THAT APPLY * Retirement Planning Insurance Analysis Estate Planning Education Planning Investment Management Tax Preparation Services HOW MUCH DO YOU HAVE INVESTED TODAY? * Choose Option Less than $250,000 $250,000-$1,000,000 $1,000,000-$5,000,000 More than $5,000,000 WHAT KIND OF INVESTOR WOULD YOU CONSIDER YOURSELF? * Choose Option Conservative - cannot accept any reduction in the value of my investments through market volitility Moderately Conservative - can tolerate infrequent/very limited declines (5-10%) during a volitile market cycle Moderate - can tolerate limited declines (10-15%) during a volitile market cycle Moderately Aggressive - can tolerate periods of moderate negative returns (declines of 15-20%) to achieve higher long term returns Aggressive - can tolerate periods of significant negative returns (greater than 20%) for maximum long term returns WHAT DO YOU EXPECT THE AVERAGE TOTAL RETURN OF YOUR INVESTMENT PORTFOLIO TO BE OVER THE LONG-TERM (CONSIDERING LONG TERM 10 OR MORE YEARS)? * 4% or less 5-6% 7-8% 9-10% More than 10% WHEN WOULD YOU LIKE TO RETIRE? * Choose Option Already Retired 1-5 years 5-10 years 10-20 years 20+ years Not sure yet HOW WOULD YOU LIKE TO MEET FOR YOUR INITIAL CONSULTATION? * In person (socially distant) Phone Call Zoom/video conference PLEASE USE THIS SPACE TO ADD ADDITIONAL NOTE/QUESTIONS YOU MAY HAVE FOR US WHEN WE MEET HOW DID YOU HEAR ABOUT US? * Referred by a friend Smart Asset YouTube LinkedIn Facebook Other IF YOU FOUND CURRAN IN A DIFFERENT WAY THAN THE CHOICES ABOVE, PLEASE SPECIFY BELOW: Please note: All sections with a red * are required. The form will not be sent if questions marked with a red * are not answered. SEND Thank you for taking the time to fill out our complimentary portfolio review! Our team will review your responses and contact you soon! If you have any questions, comments or concerns please email info@curranllc.com and someone will get back to you within 24 hours. If you'd like to speak to someone directly please call 518-391-4200 and one of our Private Wealth Administrators will assist you. Sign up for our newsletter Curran Views here: NAME EMAIL SEND PRIVACY POLICY CIM ADV PART 3 CIM ADV PART 2 - WRAP FEE CIM ADV PART 2 NO WRAP FEE ANNUAL GIPS DISCLOSURES GIPS CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKER CHECK Powered by Twenty Over Ten