Dear ,

Thank you for selecting our firm to assist you and your family reach your financial and lifestyle goals. We are eager to help and do not take the trust and confidence you have placed in us lightly.

The first phase of our work together begins with your completion of this secure financial intake tool. Before you begin, it is important to know that this will require a lot of work on your part. All the information requested is essential for us to to provide you with valuable, timely, and accurate recommendations. As you work through the process, if an item does not apply to you or your family, skip it. Otherwise, please be as detailed as possible and include documents where requested.

If any questions come up during this process, please not hesitate to reach out to us at +1 843-821-3009 . Our team is at your disposal.

When you are ready to start, click the Start button below.

Kind Regards,

Sean Bennett, CFP®

and your entire ASSET INTEGRATION CONSULTANTS Team

Recommendations relating to this questionnaire will be based on the assumption that the answers to this questionnaire are complete, accurate, and reflect your current situation. This form collects data for informational purposes only and does not supersede any data or information reported on official Cambridge forms. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Asset Integration Consultants, Inc. & Cambridge are not affiliated.