Fit - Confidence Wealth Management

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Why are you exploring wealth management options?

Choose what resonates most with you - choose all that apply(Required)

I want my plan to have a higher value strategy

I want to stress test the weaknesses in my financial plan

I want one integrated team that sees my complete financial picture

My financial advisor, CPA, and estate attorney don't communicate or coordinate

I'm receiving conflicting advice from different professionals

I want a second opinion on my current plan

I'm concerned about the protection of my wealth from financial predators

I need higher value retirement solutions

I need higher value tax solutions

I need estate planning solutions to protect my wealth

I'm selling a business or planning a liquidity event

I want to make sure my investments are aligned with my long-term goals

Approximately how much do you currently have in investable assets?(Required)

And what's your estimated annual household income?

This field is optional

Choose all that apply(Required)

I am protecting and preserving my assets

I am growth focused

I balance growth with downside protection

How do you prefer to work with wealth management professionals?

I want high level recommendations from experts I trust

I need enough information to understand without feeling overwhelmed

I want clear options I can choose from

This field is optional but helps us understand your needs better(Required)

First Name(Required)

Last Name(Required)

Email(Required)

Phone

(Optional – helps us reach you faster)

How did you hear about us?

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I agree to receive communications from Confidence Wealth Management regarding my inquiry. I understand I can unsubscribe at any time. *(Required)

Confidence Wealth Management

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