Nicholson Wealth Management Group - Charleston, SC - Request for Information : Request for Info

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Are you already a Wells Fargo Advisors client?	Yes No

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:
Estate and Retirement Planning:	Interested in discussing Interested in additional information on the subject Interested in attending a seminar
Stocks, Bonds, and Mutual Funds:	Interested in discussing Interested in additional information on the subject Interested in attending a seminar
Comprehensive Financial Planning:	Interested in discussing Interested in additional information on the subject Interested in attending a seminar
Education Planning	Interested in discussing Interested in additional information on the subject Interested in attending a seminar
Annuities and Insurance	Interested in discussing Interested in additional information on the subject Interested in attending a seminar
Trust Services	Interested in discussing Interested in additional information on the subject Interested in attending a seminar
Lending Services	Interested in discussing Interested in additional information on the subject Interested in attending a seminar

How often would you like to review your financial goals and progress with your financial advisor?	Once a quarter Every 6 months 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

How would you like to be contacted?	E-mail Mail Telephone
If you would like to be contacted by telephone, when would be an appropriate time to contact you concerning your financial needs?	Morning Afternoon Night
	Weekday Weekend