Fill up this form to receive your customized financial report.

Contact Information

First Name *

Last Name *

Email Address *

Mobile Phone *

Date of Birth *

Start Date *

End Date *

Your personal financial information will be used to generate a variety of important financial reports that you will discuss monthly with your Investment Advisor Fiduciary.

Assets

401k *

Traditional IRA *

Roth IRA *

SEP IRA *

Checking *

Savings *

Individual Brokerage *

Joint Brokerage *

Other Assets *

You will discuss with your Investment Advisor Fiduciary which monthly contribution is most appropriate and suitable for you based on your debt-to-income ratio.

Monthly Income

Monthly Salary *

Independent Contractor *

Other Monthly Income *

You will discuss with your Investment Advisor Fiduciary next steps based on whether you are ahead or behind your $2 million goal.

Liabilities

Mortgage *

Credit Cards Balance *

Bank Loans *

Student Loans *

Other Liabilities *

Credit Cards Limit *

You will discuss with your Investment Advisor Fiduciary target debt-income-ratios and work with you to develop a budget that will allow you to reach this ratio as well as a variety of methods to maximize your income.

Monthly Budget

Mortgage / Rent *

Auto Payment *

Auto Insurance *

Meals *

Entertainment *

Utilities *

Credit Card Payments *

Student Loans *

Bank Loans *

Other Expenses *

You will discuss with your Investment Advisor Fiduciary a plan to pay back debt and loans in order to best increase your net worth.

I consent to electronic delivery via e-mail of Sikes' Financial Services' written disclosures (ADV Form Part 2 or "brochure") and material changes. I understand I may at any time revoke consent to receive such documents via e-mail and request via telephone or e-mail to receive paper copies of such documents.

Thank you for completing the form. We'll contact you via the provided email with your financial report details.

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