LOCATIONS:
New York: Ithaca, NY and NewYork, NY
New Jersey: Flanders, NJ

Wealth resources

 

Questionnaires, Surveys and Forms



Introductory Survey

The Strebel Planning Group looks forward to welcoming you to our office. We truly appreciate the opportunity to meet and spend some time with you.

The introductory meeting is exploratory in nature. You will not be charged nor will you be obligated to work with us. In preparation for this meeting, please take a couple of minutes to complete this form. All information you share with us will be held in the strictest confidence.

Introductory Survey (Online Form)



Financial Satisfaction Survey

Evaluate your level of satisfaction on many financial levels using this 2-page survey.

Financial Satisfaction Survey (Online Form)


Your Issues and Concerns

Explore your issues and concerns on many financial topics, including: tax planning, retirement planning, education planning, investment planning, isurance, company benefits, estate planning, mortgage planning and general financial planning.

Your Issues and Concerns (Online Form)


Business Needs Analysis

Are you ready to break free from the limits that keep your business, your work, or your life from giving you everything you want? Take the first step by participating in our Business Needs Analysis, where you will discover the limitations that keep you from getting everything that you want from your business.

Working with a trained and experienced business development coach you will explore and uncover issues essential to the future growth and development of your business.

The meeting is an opportunity to discuss and explore your business issues in a completely open and non-threatening environment with a Business Development Coach. A report will be provided to you outlining the three critical areas of concern together with recommended solutions.

There is no charge for this analysis. The meeting is done via the telephone and we pay for the call. It’s a risk-free way for you to explore your business and discover solutions to your most pressing concerns.

Business Analysis Questionnaire (Online Form)


 

Downloadable Resources

 

Tax Organizer

Download the Tax Organizer PDF
Fillable PDF Organizer
Please be sure to return the organizer to us securly using our secure email system!


Form ADV

Download Form ADV (PDF)


CFP Board's Consumer Guide

Download the guide (PDF)

Our Privacy Policy

Download our policy (PDF)


 

Employees of Cornell University and Ithaca College

Managing your retirement plan effectively, especially in these volatile times, has become more and more challenging. Most people lack the knowledge and tools to properly construct and implement an appropriate investment strategy. If you're like most people, managing your retirement assets yourself may not be the best idea. Custom tailored investment solutions that take into consideration your goals, objectives, and risk, as well as, the global economic and geopolitical environment make the most sense. A customized, systematic, 403(b) plan investment strategy provided by independent investment strategists will provide you with a solid foundation to build your future. Whether you use Fidelity, or another employer offering, we've been managing portfolios for the employees of Cornell and Ithaca College for almost 20 years and can provide the same service for you. Please don't hesitate to schedule a free, no obligation review of your retirement accounts.

 

Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.

This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.

© The Strebel Planning Group | All Rigts Reserved 2013 - 2016

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