Wealth Wonks - Prescription for Wealth


	Prescription for Wealth

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	(If you have any trouble with the form below, please send email to info@WealthWonks.com and specifically request information about the "Prescription for Wealth" form.) Our office has identified an epidemic that you may have been exposed to: risky or unsound advice that could produce anemic financial results. Is the health of your wealth being jeopardized by any of the following? (Check all that apply) Mutual Funds 401(k), IRA, or other retirement plans Life Insurance (are you using it as a death benefit...but not as a life benefit?) Stock portfolio Ongoing tax liabilities Non-performing assets Current wealth-building strategies Please provide all the following information, so that we may follow up with you and communicate effectively with you in the future. We want to make you aware of upcoming seminars and materials that support our business philosophies and wealth-building strategies. Full Name: Spouse's Full Name: Home Phone Number: Work Phone Number: Cell Phone Number: Email Address: Permanent Mailing Address: Retired (if so, former occupation): Current Company Name/Position: Please select the areas of interest to you: I would like a private (no fee) consultation I would like a Personal Financial Questionnaire I want to know about your "required reading" list I want to learn more about velocity of money principles I want to learn about becoming my own banker I want to learn about minimizing my taxes I want to learn about advanced estate planning I want to learn about the differences between "comfort" and "wealth" *

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