Confidential Discovery Questionnaire

Submit your information in this form to schedule a detailed discussion with our team.

Your Name *
Your Name
Your Birth Date *
Your Birth Date
Your Spouse's Name
Your Spouse's Name
Your Spouse's Birth Date
Your Spouse's Birth Date
Your Preferred Phone Number *
Your Preferred Phone Number
Your Address *
Your Address
Please list names, ages, and relationships of all dependents and heirs. If you have none, let us know.
Please list the name, title, phone number, and email address for each of your trusted advisors. If you have none, let us know.
Please rank your goals in order of importance.
Wages, pass-through, social security benefits, pension, etc.
$
$
How much money do you envision spending to maintain your desired lifestyle?
$
Mortgages, current balance on credit cards, etc.
$
$
$
$
What Have You Done to Cut Your Taxes? *
Check the boxes next to the strategies you are using to reduce your taxes.
Traditional IRAs, 401(k)s, etc.
$
What Have You Done to Create Tax Free Money? *
Check the boxes next to the strategies you are using to generate tax free money.
Roth IRA, Cash Value of Life Insurance, etc.
$
You Want to Talk With Us *
 

TALK TO US

(216) 642-9211
info@aca-incorp.com

OUR OFFICE

2 Summit Park Drive, Suite 350
Independence, OH, 44131
United States