Main Street Advisors

Appointment Preparation Form

Thank you for scheduling time with Main Street Advisors. This brief form helps us prepare for your upcoming meeting so your time is well spent. It should take about 2 minutes to complete.

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Email*
Full name*
What prompted you to schedule this appointment? (check all that apply)*
- Social Security timing or strategies
- Investment review / second opinion
- Market volatility or risk concerns
- Tax efficiency / RMD planning
- Estate or legacy planning
- Medicare or healthcare costs
- Other:
Your answer
By the end of this meeting, what would you most like to understand or accomplish?*
Which of the following are current concerns for you? (check all that apply)*
- Outliving my retirement savings
- Paying unnecessary taxes
- Market risk or volatility
- Coordinating multiple accounts
- Healthcare or long-term care costs
- Leaving money to family or charity
- Feeling unsure if I’m on track
- Other:
Your answer
How did you hear about Main Street Advisors?
- Client referral
- Friend or family
- Educational workshop or event
- Online / website
- Social Media
- Contacted by Main Street Advisors directly
- Other:
Your answer
Appointment Commitment*
- I understand this meeting time is reserved specifically for me, and I will notify the office at least 24 hours in advance if I need to cancel or reschedule.

Address

13920 N Western Ave, Edmond, OK 73013

Phone

405.285.5566

Fax

866.300.1979

Email

[email protected]

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Investment advisory services offered through Main Street Investment Management, LLC, a Registered Investment Advisor in the state of Oklahoma. Insurance products and services are offered through Main Street Advisors, LLC. Main Street Advisors, LLC and Main Street Investment Management, LLC are affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided for informational purposes only and are not a solicitation to buy or sell any financial products. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Bobby Hinkle or Main Street Advisors is stated or implied.

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