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America First Retirement Plan

info@cortezwm.com
(813) 448-3446
3935 Tampa Road, Suite 3 Oldsmar, FL 34677

Thank you for taking the first step to an America First Retirement Plan.

Please take the time to complete the form so we can better serve you.

Name

Phone

Do You have a retirement plan?

Are you currently working with a financial advisor?

What is your current estimated investment amount? (Not including Real Estate)

Do you own an annuity?

What other investments do you have?

Please share anything that will help prepare for our meeting.

What are your expectations out of this initial meeting?

How would you like to meet?

How did you hear about us

Please complete this form.

One of our America First Retirement Planners will contact shortly after filling out this form.

Name

Phone

Are you looking for a new Independent Advisor/Fiduciary to protect your money?

Investment amount? (Exclude Real Estate Assets)

Please share anything that will help prepare for our meeting.

What are your expectations out of this initial meeting?

How would you like to meet?

How did you hear about us

Get Your Guide to an America First Retirement Now!

To receive your Guide to an America First Retirement fill out this form. Upon completion one of our Retirement specialist may reach out with further questions or to see how we can help you retire with America First Investments.

Name

Phone

How did you hear about us?

Investable Assets (Exclude Real Estate Assets)

$250,000 or less $250,000-$500,000 $500,000 or more

Message

Please complete this form.

One of our America First Retirement Planners will contact shortly after filling out this form.

Name

Phone

Estimated Investment Amount

Message