TALK TO A FINANCIAL PROFESSIONAL

Let’s set up a time to discuss how I might help you create a financial strategy to address your desires and goals. I can offer you an array of products and services, all backed by the capabilities and experience of some of the world's leading financial companies.

To set up a no-obligation appointment, please fill out the following form, indicating how you would prefer I contact you. I look forward to working with you.

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Type Business Home




Are you currently working with another financial professional?
No Yes
Do you have an accountant or CPA?
No Yes

How would you describe your main investment goal? Growth
Income
Preservation of Capital
Reduce Taxes
Portfolio Diversification

Please check the areas you would like to discuss,
and check if you are interested in attending a seminar on the topic:














How often would you like to review your financial goals and progress with your financial advisor?
Once a month
Once a quarter
Once a year

Please estimate your
Net Worth:
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000

Please estimate your
Total Portfolio Value:
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000

To complete a detailed data form for confidential review, select one of the following: I have completed and submitted form and would like to schedule an
appointment. Please contact me
I am not submitting form now but would like more information about classes
and other education opportunities in addition to scheduling a free consultation.

Before hitting the "submit" button below, please print the completed form for your records. To print, right click directly on the form with your mouse (background of form, not fill-in sections). A menu bar will appear with "print" as an option. If you have trouble printing, call us at 770.931.1414 or email us and we will send you a copy


Enter Text In Picture Below. Do not include spaces.
Green Financial Resources, LLC
3700 Crestwood Parkway NW, Suite 140
Duluth, GA 30096
Phone: (770) 931-1414  (800) 275-3101 Fax: (770) 931-8314
www.rogersgreen.com