Strategy Session Application | Crownmark Wealth Advisors

Start Your Application Below

Full Name *

Phone *

Email *

A Few Questions

Roughly how much do you have invested?

401(k), 403(b), 457, IRA, brokerage, and cash combined.

Under $250,000 $250,000 – $500,000 $500,000 – $1 million $1 million – $3 million $3 million or more

Where does most of it sit today? optional

An employer plan (401k, 403b, 457) An IRA A brokerage account Mostly cash or savings Spread across several places

Are you still working? optional

Yes, at the employer holding my plan Yes, somewhere else Semi-retired Retired

Your age optional

Under 45 45 – 54 55 – 64 65 or older

Is anyone reviewing this with you today? optional

No one Only my plan provider An advisor, but I am not sure it is working An advisor I am happy with

What made you look into this now? optional

When would you want to talk? optional

This week In the next couple of weeks Just looking for now

Application received

Let's find a time.

Based on what you shared, a review makes sense. Pick a time below and Will will walk through your strategy with you. No cost, and nothing is sold on that call.

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Your application is already in. If the calendar does not load, Will will reach out to book.

Application received

Thanks. A full review isn't the right next step yet.

Based on what you shared, a one-on-one portfolio review wouldn't be the best use of your time right now. That's about timing, not about you, and you're welcome to apply again whenever things change.

Here are two things you can do in the meantime.

Get your will and trust in place

If your will or trust isn't done yet, or hasn't been looked at in a while, Legacy Suite lets you put it together online, at your own pace.

Start with Legacy Suite

Legacy Suite is a separate company from Crownmark Wealth Advisors. Sean Foote, Crownmark's principal, has an ownership interest in it.

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Plain-English notes on retirement, taxes and estate planning from the Crownmark team. Education only.

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