Electronic Consultation

Share your story and financial goals in less than five minutes.
A human advisor will respond based on your contact preference.

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Hello,

Thank you for taking a few moments to complete your electronic consultation! 

This brief questionnaire helps me get to know you a bit better and align recommendations to support you. I look forward to hearing your story and financial goals!

After thorough analysis based on your input, I can provide custom options for next steps. You always have the freedom to choose what solutions to implement and when as you take personal action.

Thank you,

Daniel P. Schutte, MBA
Principal, SCHUTTE FINANCIAL
Fund Manager, SCHUTTE CAPITAL
303-968-9330
3801 E. Florida Ave., Suite 600
Denver, CO 80210
SchutteFinancial.com (Advisory Firm)
SchutteCapital.com (Accelerated Fund)
“Good people leave an inheritance....”

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* 1. What are your top financial goals and concerns, and about how many years are you away from retirement?

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* 2. What is your current annual income and tax filing status, and what funds do you have available to invest along with the type of account they are in (e.g. savings, IRA)?

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* 3. What retirement accounts or investments do you have?

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* 4. Are you willing to accept higher risk for higher long-term growth potential? 

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* 5. What asset protection or insurance do you have?

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* 6. Contact #1

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* 7. Contact #2 (optional)

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