Consult a Financial Expert

FILL OUT THE FORM TO

Schedule Your Free Phone Appointment

Once you’ve completed and submitted this contact form, a representative from our office will be in touch to schedule an introductory phone call with Eric. No cost, no pressure, and no obligation.

"*" indicates required fields

Name(s)*

First Last

Daytime phone number*

Preferred email address*

Your financial priority*

Investment Planning

Retirement Planning

Value of your savings and investments (not including home equity)

Retirement: 401k + IRA*

Please enter a number greater than or equal to 0.

Non-retirement: Brokerage + Bank*

Please enter a number greater than or equal to 0.

Future: Inheritance, Business/Property Sale, etc. (excluding primary residence)

Please enter a number greater than or equal to 0.

TOTAL*

Because of our institutional approach to investment planning, Olympic Wealth Management is best suited to clients with $1 million or more of savings and investments. Your interest is sincerely appreciated; if/when your financial situation changes, we hope you’ll keep us in mind.

Employment status*

Currently Employed

Retired

Age*

Are you contributing to a 401k?*

Yes

Realistically, how many years to retirement?*

Employer (or previous employer, if retired)

Employer name:

My business name is:

How did you hear about us?

Whom can we thank?

What other source?

Do you currently work with a financial advisor?

Yes

Briefly describe your reason for exploring an alternative:

Questions and/or Comments

This field is hidden when viewing the form

Embed URL

CAPTCHA

This field is for validation purposes and should be left unchanged.

Consult a Financial Expert

Schedule Your Free Phone Appointment

QUICK LINKS

FIND US