Income Replacement Survey

Income Replacement Survey

Great,
tell us a little about yourself Fill out your contact info and proceed to our short 5 question survey.
Name*
First Last
Business Name
Email*
Phone
Can we text you?
- Yes
- No
Which are most concern about? Rank the following from lowest 1 to highest 5?
Month-to-month cash flow
Please enter a number from 1 to 5.
Income to pay for education
Please enter a number from 1 to 5.
Paycheck replacement
Please enter a number from 1 to 5.
Long-term care expenses
Please enter a number from 1 to 5.
Estate liquidity
Please enter a number from 1 to 5.
If you could not bring home a paycheck (for any reason), how long would your savings last?*
Did you receive any money from selling stocks/bond/real estate last year?*
Did you receive any social security benefits or disability income in the last year?*
Based on your participation and responses would you be interested in more communication with I & e planning via email?*
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Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment advisor registered with the Securities and Exchange Commission (SEC). LSF and LSA are affiliated companies and do not provide tax or legal advice, nor does Income & Estate Planning. LSF and LSA are not affiliated with Income & Estate Planning. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.