The Financialoscopy® Team

Bertrang Financial Corp.

Preview Meeting

The Financialoscopy^® explores your financial life thoroughly.

Let's be clear on what we don't do at Bertrang Financial. We don't produce stacks of slick sales material of impractical and confusing reports that may look really impressive; but go unused, collecting dust.

If you want that kind of stuff, we're not for you.

Mark Bertrang, Financial Advisor, LaCrosse Onalaska, WI 54601, 54650

This is what you can expect during a 'free' preview meeting to learn about the Financialoscopy^®

We will ask questions and you will ask questions.
We will have a discussion about your life to find out where you are, right now.
We will determine together, whether our values, ethics and morals are aligned.
We will have a conversation about money, work and play.
We will discuss cost.
Then by the end of our meeting, you will decide whether to work with us and likewise, we will decide whether to work with you. Together, we will agree on a partnership.

If you are ready to consider becoming a Financialoscopy^® client of Bertrang Financial, begin by completing the client application below - It's that simple.

Client Application

Let's prepare for your free preview visit.

What is your name?

First Name

Last Name

What is your age?

Age

Who is your employer?

Employer Name

Retired

Describe your profession:

I am:

Married Single Widowed Divorced

What is your spouse's name?

First Name

Last Name

What is your spouse's age?

Spouse Age

Who is your spouse's employer?

Employer Name

Retired

Describe your spouse's profession:

Do you have children?

Yes No

What are their ages

Where do you live?

Street Address

City

State

Zip

What is your primary telephone number?

What is your spouse's primary telephone number?

Is it OK to contact you at work?

Yes No

If yes, what is your work number and extension?

What is your cell phone number?

What e-mail address should we use to contact you?

What e-mail address should we use to contact your spouse?

What is your current level of financial frustration and/or concerns?

Please describe your most urgent concerns:

What is your annual household income?

How much do you save annually? (Do not include employer-match contributions)

What is your current net worth (assets minus liabilities), excluding primary residence and automobiles?

I believe my investment knowledge is:

Extensive Moderate Limited

Have you been referred to our office by a friend?

Yes No

If Yes, who referred you?

Is there anything else our office should know about your situation, before we get together?

What is the best time to contact you?

Morning Afternoon

If you prefer, you may print this page to fax or mail to Bertrang Financial.
Our office will contact you soon to schedule your free preview visit.

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Bertrang Financial Corp. | 1401 Main Street, Suite #101, Onalaska, WI 54650-2837 | Phone: 608 782-5433 | Fax: 608 782-1329 | Sitemap
Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. © Bertrang Financial Corp. 2020
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