Financial Goals Assessment

Welcome!

Managing your financial future can be hard, but our advisors can help you navigate the journey. The following financial goals assessment helps us get a jump start on getting to know you by understanding your current financial situation and allows our meeting to be a valuable experience.

As we have many rules and regulations to keep our office compliant, we are required to have a signed Financial Planning Engagement (FPE) on file before we can give specific advice. Once you have completed this questionnaire, we will send you the FPE to e-sign via Cambridge Docusign within 48 business hours. Please consider this our intake form just like you would have to complete when meeting with a doctor, CPA, attorney, shopping for car insurance, etc. for the first time.

Please note that the initial phone call is complimentary and this form MUST be on file before we can have the first visit. Future discussions and/or plans may require a fee to be assessed and will be determined at that time if you choose to onboard with BFG.

Rest assured your information is confidential and will be kept secured.

When you have completed this assessment, you will be taken to our online calendar to schedule your initial phone call.

When you are ready, click the start button below and select "Sign Up Here".

Bulls Financial Group

Advisor: Melinda Bulls

Email: melinda@bullsfinancialgroup.com

Phone: +1 254-294-2099

Disclosure: This form collects data for informational purposes only and does not supersede any data or information reported on official Cambridge forms. This information is provided by you (the client). The information provided by you should be reviewed periodically and updated when either the information or your circumstances change. Securities are offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge does not offer tax or legal advice. This form collects data for informational purposes only and does not supersede any data or information reported on official Cambridge forms. This information is provided by you (the client). The information provided by you should be reviewed periodically and updated when either the information or your circumstances change. Bulls Financial Group and Cambridge are not affiliated. RV05/2024 ADV6636896.1

Thank you for taking the time to complete this questionnaire.

Next, schedule your phone call by clicking on a date and time above. Please note that your appointment is NOT scheduled until you click on "confirm" and "schedule event". You will receive a confirmation email once you have completed all of the steps.

Keep an eye out for a text message from us informing you of the docusign to complete in your email for the Engagement.

Disclosure: Securities are offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Bulls Financial Group and Cambridge are not affiliated. RV05/2024 ADV#6636896.1