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Menu
×
  • Financial Services
    • Retirement Planning
    • Medicare
    • Retirement Focus Academy
    • Social Security
    • Corporate Retirement Plans
    • Private Wealth
  • Our Team
  • Events
    • Live Events
    • Webinars
  • Media
  • Blog
  • Schedule a Meeting
  • Client Access
    • Client Login
    • Pre-Appointment Form

Pre-Appointment Form

We are looking forward to getting together with you. If you have any questions or require special assistance prior to your visit, please call our office at 843.375.8700.

Step 1 of 13

7%

  • The following items would be helpful to have at the time of our visit:

    1. All brokerage firm statements
    2. All life insurance & annuity policies
    3. All IRA & retirement statements
    4. 2 Years of Tax Returns
    5. Social Security Statement (SSA.gov)

  • CONTACT INFORMATION

  • MM slash DD slash YYYY

  • MM slash DD slash YYYY

  • FAMILY

  • LEGAL ITEMS

    Which of the following legal documents do you have in place?

  • LEGAL ITEMS

    Which of the following do you have in place?

  • CASH FLOW

    Please list monthly income from each source.

  • Pension

  • (Survivor Options)

  • Social Security

  • Wages

  • Other Income

    You

  • Other Income

    Spouse

  • How much are your monthly expenses?

    Here are some common expenses:
    Mortgage, Food, Gas, Car Loan, Insurance, Utilities, Gifts/Donations, Medical, Taxes, Social Security, etc

  • CASH FLOW

  • LIFE EVENTS

  • ASSETS

    Please check off the accounts you currently hold and list the total amount in the box provided, and bring the latest statement in for your visit (Optional).

  • ASSETS

    Property:

  • ASSETS

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • MM slash DD slash YYYY

  • Additional Information

  • Concerns

  • Objectives

  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
  • This field is for validation purposes and should be left unchanged.
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Email: info@geigerinvestments.com

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Mount Pleasant Office

1240 Winnowing Way, Suite 102
Mount Pleasant, SC 29466
Get Directions

Phone: 843.375.8700

Bluffton Office

110 Traders Cross, 1st Floor
Bluffton, SC 29909
Get Directions

Phone: 843.375.8700

Schaumburg Office

10 N. Martingale Road, Suite 400
Schaumburg, IL 60173
Get Directions

Phone: 847.787.7100

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