Prospective Client Questionnaire

Should you wish to engage Fagan Associates, please note that at this time we are requiring a minimum investment of $250,000. We maintain this threshold to make certain that we can service all of our clientele in the manner they are accustomed.

Name

Email Address

Phone

How did you hear about Fagan Associates?

What prompted you to contact us? More specifically, what are your primary financial concerns/objectives that you feel need to be addressed?

What are your investable assets, including 401(k)s, 403(b)s IRAs, NYS Deferred Compensation, Cash balance accounts?

Do you have any major debt, such as student loans, a mortgage, credit card debt, etc?

In years, how close are you to retirement?

On a scale of 1-10, what number would you place as to your level of tolerance to risk with a 10 being the most risky

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