Yes! I want to see what my Barefoot Retirement would look like. Please have a Barefoot Retirement advisor contact me and put together a completely free, no-obligation retirement analysis for me. I understand that you never use high-pressure tactics, and I will not be asked to purchase anything during this meeting. It is a consultative meeting, not a sales meeting. (Please print very clearly and use black ink.)
Name: _____________________________________________________________
Address: ___________________________________________________________
City: ______________________________ State: ______ Zip: _________________
Day Phone: ______________________ Evening Phone: _____________________
Primary Email Address: _______________________________________________
What is the best time to speak with you during business hours? _______________
Please know that we will NEVER sell, rent, trade, barter, or use your information in any way, ever. It will be kept completely confidential. We will only use this information to aid your advisor in preparing your analysis. By completing this information you authorize Barefoot Retirement to contact you to create your free analysis.
Please tell us a little about yourself, so we can use the time we spend with you most effectively. This information will remain completely private.
You _________________________________ Your spouse or significant other
Age: _________________________________ _________________________
Occupation:____________________________ _________________________
Annual Income: _________________________ _________________________
Age you would like to retire: ______________ _________________________
Do you own your home(s)? _________ Approximate mortgage balance: ___________
Do you own your own business(s)? _________________________________________
If yes, what type(s): ______________________________________________________
Your biggest concern about retirement? ______________________________________
You biggest financial concern? _____________________________________________
How did you hear about us? _______________________________________________
______________________________________________________________________
Thanks for completing this information.
Option 1: Fax this form to us at: 215-623-1139
Option 2: Mail this form to us at:
Barefoot Retirement, 402A W. Palm Valley Blvd., #237 Round Rock, Texas 78664