Become A Client

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Simply complete the form below and we will connect you with one of our advisors.

Become a Client

Intro

About

Goals

Assessment

Risk

Complete

Introduce yourself

What is your name?*

What is your DOB?*

Who are you investing for?*

Myself (and only myself)

My entire family

What brought you here?*

General investing

Retirement planning

Multiple reasons (list)

Tell us about yourself

Where do you work*

How much do you make (annual income)?*

How much do you spend (annually)?*

What is your liquid net worth (what you own minus what you owe)?*

Let’s assess your risk

The market drops 10%, you:*

a) sell all your stocks

b) get a little nervous

c) buy more

You will need this money in: *

a) 1-5 years

b) 5-10 years

c) 10+ years

I like:*

a) minimizing drawdowns

b) tracking the market

c) taking risk and hoping to outperform

Let us know how to reach you

What’s your email?*

What’s your phone number?*

The content of this website is offered to financial professionals. The information provided herein is the exclusive property of Portsmouth-Smartlife Financial Group and is not intended to provide legal, tax or investment advice and is not a solicitation or offer to sell any investment vehicles or insurance products. It is intended for informational and educational purposes only.

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.