Tax Free Retirement Consult Form

Secure your spot today before seats fill up!

Read First: This form is for serious inquiries only.

The depth of questions asked is so that we can go into a conversation with the best understanding possible of your current situation.

We take confidentiality seriously and will not share any of your personal information outside of our firm.

A Financial Professional will encourage your education in regards to any proposed strategies and will meet with you on several occasions before any financial decisions are made. This will allow you to weigh your options with the help of our expertise - and without sales hype or pressure. The clients of our firm are long-term, therefore, we want it to be a good fit for you and us.

First Name

Last Name

Email *

Phone *

City *

State *

Age *

What is your current stage of retirement? *

Working years (pre-retirement)

Retire within 5 years

In retirement

How much do you save on a monthly basis? (on average) *

$0 - 500

$501 - 1,000

$1,001 - 2,500

$2,501 +

What is the estimate value of your qualified retirement accounts (IRAs, 401(k)s, etc)? *

What is the estimate value of your non-qualified savings/investments accounts (non IRAs,401(k)s, etc)? *

What topics are most interesting to you? *

Minimize taxes on my IRA/401(k)

Not running out of money during retirement

Real estate/equity management

Protect myself from market volatility

College funding alternatives

What is the total value of your real estate? *

$0 - 500,000

$500,001 - 750,000

$750,001 - 1,000,000

$1,000,001 +

Do you have an established transfer of wealth plan in place? *

Yes

No

Unsure

What types of investments do you currently have money in?

What is your biggest financial concern? *

What would you like to accomplish most with our team? *

If you prefer certain days during the week to be contacted at your selected time(s), please specify below.

What time zone are you located in? *

Note: We will be contacting you by phone to go over submitted information and see if we are a good fit for one another.

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Brooke Lowe

Financial Professional

[email protected]

(727) 273-7793

Brooke Lowe

Financial Professional

[email protected]

(727) 273-7793

Please be aware that the content provided is not intended to offer legal, tax, or financial advice. Any financial strategies discussed in our content or communications serve solely for educational, discussion, and illustrative purposes and should not be interpreted as professional advice or recommendations in financial, legal, or tax matters. Lowe Agency LLC will not be held responsible for any direct or incidental loss resulting from the application of the information provided. While the documents used in our estate planning software are drafted and approved by attorneys, our primary role is to assist with the software and support the estate planning process.