Ticker Tape Investments

Schmidt Law Firm

Utility Rescue Holdings

Investor Survey & Appointment Request

Ticker Tape Investments offers complimentary consultations to provide strategic advice on a multitude of topics. Areas of discussion include, but are not limited to, asset protection, estate planning, tax strategies, portfolio analysis, retirement planning, due diligence strategies, legal matters, and general business advice.

Complete this survey and then schedule a private video call with us.

We need the information in this survey to provide you with customized advice. All information will be kept confidential and will not be used for any purpose other than to serve you.

Let's start with your contact info.

First Name

Last Name

Phone *

I Consent to Receive SMS Notifications, Alerts & Marketing Messages from TTI. Text HELP to (361) 316-8744 for assistance. You can reply STOP to unsubscribe, but then we won't be able to communicate, so just let us know if you want us to reduce the number of texts.

Email *

Organization

Address

Street Address

City

State

Country

Postal code

Now, how can we find you online?

Website

Facebook

Other Links

Do you have any children?

Yes

No, and I don't plan to.

No, but I plan to.

If yes, tell us about them:

What are your top 3 financial goals?

Goal 1
Goal 2
Goal 3

Examples include: Reduce Taxes, Generate more passive income, Increase the value of my portfolio, Retire earlier, Pay down my debt, Reduce my spending, Increase my saving, Pay for kids' college, Buy a Vacation Home, etc.

Anything else we should know?

Do you have a recent Personal Financial Statement you can upload? (If you do, you can skip most of the financial questions).

Upload it here

Any format will work

If you don't have it on your phone, or have trouble uploading, just email it to us.

Tell us about any real estate you own.

Type, Net Asset Value, Ownership %, etc.

If you listed all of these on your PFS, you can skip this question.

Tell us about any private equity investments you currently own.

Example: Vacation Rental, Alabama, $50,000, 5 years

Tell us the type, location, net value, and expected duration.

Deal 1
Deal 2
Deal 3
Deal 4
Deal 5
Deal 6
Deal 7

Notes, More Deals, etc.

If you listed all of these on your PFS, you can skip this question.

Tell us about the rest of your portfolio.

What is the total value of each class of your investments? It's okay to estimate.

Home
Vacation Homes
Residential Real Estate
Commercial Real Estate
Stocks
Bonds
Early Stage Private Equity
Late Stage Private Equity
Oil & Gas
Crypto
Precious Metals
Annuities
Collectibles
Fine Art
Cars
Boats
Aircraft
Other (explain below)

If you listed all of these on your PFS, you can skip this question.

Anything else we should know?

What is the total amount of your Credit Card Debt?

Total amount of all other unsecured debt?

If you listed all of these on your PFS, you can skip this question.

Thanks for completing the survey. Click below to schedule your personal consultation. (Please give us at least 3 business days to digest this information).

Book an Appointment Here

Any questions, feel free to reach out to us by phone or text message at 832-459-7335.