ADVISOR
CANDIDATES

 

 

 

CLG Growth &
Equity Plan

What is a Trusted Advisor?
What is a Trusted Advisor?
How do you make smart choices about your money?
How do you make smart choices about your money?
How do you have a great life?
How do you have a great life?

Client Candidate
Book And Newsletter Request Form

We make a genuine offer to provide a complimentary copy of the Values-Based Financial Planning book and newsletter for Client Candidates who are genuinely seeking a Trusted Advisor relationship.

We hope that you appreciate that it would be inappropriate for us to make this offer to anyone who is not genuinely seeking an advisor or does not qualify for our services. We request that you provide the following information that will be kept confidential per the terms of our strict privacy statement (see below):

Full Name:
Address:
City:
State:
Zip:
Country:
Email:
Phone:
 
You are requesting the:
Book Newsletter Both Book and Newsletter
 
Would you describe yourself as a:
Delegator looking for a Trusted Advisor to delegate my financial planning to.
Collaborator looking for financial professionals to collaborate with.
Do-It-Yourselfer looking for information from professionals.
 
What would be your most desired outcome from a Trusted Advisor relationship?

The highest possible rate of return on my investments.
Someone to collaborate with so I can manage my money better.
Being free to pursue a higher quality of life.
 
What range of assets do you currently have available to invest toward achieving your financial goals?
less than $500,000 $500,000 to $1 million $1 million to $5 million
$5 million to $10 million more than $10 million
 
"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.” --Bill Bachrach, Values Based Financial Planning
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Investment advisory services offered through Cambridge Legacy Advisors, Inc.
Insurance services offered through Cambridge Legacy Agency Group, Inc.

This is not a solicitation or offer to sell securities in any states other than AL, AK, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MS, MO, MT, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA and WV

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