Get started to claim Your Free Portfolio Review by answering a few questions. 1) What are your goals for your money and investments? *2) When would you like to retire? *a) Already Retiredb) 1-4 Yearsc) 5-9 Yearsd) More than 10 years3) How can we best help you: *a) Getting a second opinion on my portfoliob) Getting a written retirement strategyc) Tax Planningd) OtherOther *4) How much have you put away in savings for retirement? *a) 0-$100,000b) $100,000-$250,000c) $250,000-$500,000d) $500,000-$1,000,000e) $1,000,000-$3,000,000f) Over $3,000,0005) How do you currently manage your money? (Choose as many as you like) *a) I manage my own investmentsb) I use retirement plans (such as 401(k), Roth IRA, IRA)c) I work with a financial advisord) None of the above6) Are you currently married? *a) Yesb) No, Singlec) No, Divorcedd) No, Widowed7) How do you handle your investments during volatile times? *a) Doing nothing/ Staying the courseb) Looking for advicec) Selling my investmentsd) Buying stockse) Very nervous and need help8) How would you describe yourself: *a) Conservative investor. I want to protect what I have.b) Middle of the Road / Moderate-Risk. Balanced approach with a plentiful portion protected.c) Aggressive. High Risk/High Reward with a large appetite for Risk.9) We will follow-up with you shortly with your information below!First Name *Last Name *Email *Cell Phone *Submit ASK Gregg a Question Gregg’s Secret Sauce to Retirement Get It Now 133 Chesterfield Business ParkwayChesterfield, MO 63005 gregg.gonzalez@lpl.com (636) 530-9977 HOMEMeet Gregg & His TeamMY PROCESSFIDUCIARYRESOURCESSMARTVESTORPODCASTCONTACT USCLIENT LOGIN FollowFollowFollow Claim My Free Portfolio Review
