QUESTIONNAIRES, SURVEYS AND FORMS
Introductory Survey
The Strebel Planning Group looks forward to welcoming you to our office. We truly appreciate the opportunity to meet and spend some time with you.
The introductory meeting is exploratory in nature. You will not be charged nor will you be obligated to work with us. In preparation for this meeting, please take a couple of minutes to complete this form. All information you share with us will be held in the strictest confidence.
Introductory Survey (Online Form)
Financial Satisfaction Survey
Evaluate your level of satisfaction on many financial levels using this 1-page survey.
Your Issues and Concerns
Explore your issues and concerns on many financial topics, including: tax planning, retirement planning, education planning, investment planning, insurance, company benefits, estate planning, mortgage planning and general financial planning.
Your Issues and Concerns (Online Form)
Business Needs Analysis
Are you ready to break free from the limits that keep your business, your work, or your life from giving you everything you want? Take the first step by participating in our Business Needs Analysis, where you will discover the limitations that keep you from getting everything that you want from your business.
Working with a trained and experienced business development coach you will explore and uncover issues essential to the future growth and development of your business.
The meeting is an opportunity to discuss and explore your business issues in a completely open and non-threatening environment with a Business Development Coach. A report will be provided to you outlining the three critical areas of concern together with recommended solutions.
There is no charge for this analysis. The meeting is done via the telephone and we pay for the call. It’s a risk-free way for you to explore your business and discover solutions to your most pressing concerns.
Business Analysis Questionnaire (Online Form)
DOWNLOADABLE RESOURCES
Tax Organizer
Please be sure to return the organizer using our secure email system.
Form ADV
CFP Board’s Consumer Guide
Privacy Policy
EMPLOYEES OF CORNELL UNIVERSITY
Managing your retirement plan effectively, especially in these volatile times, has become more and more challenging. Most people lack the knowledge and tools to properly construct and implement an appropriate investment strategy. If you’re like most people, managing your retirement assets yourself may not be the best idea. Custom tailored investment solutions that take into consideration your goals, objectives, and risk, as well as, the global economic and geopolitical environment make the most sense. A customized, systematic, 403(b) plan investment strategy provided by independent investment strategists will provide you with a solid foundation to build your future. Whether you use Fidelity, or another employer offering, we’ve been managing portfolios for the employees of Cornell for almost 20 years and can provide the same service for you. Please don’t hesitate to schedule a free, no obligation review of your retirement accounts.
