Banker Investment Group

Banker Investment Group is an independent investment advisory firm located in West Lafayette, Indiana. The firm primarily focuses on tax-efficient investment management and retirement planning for high net worth individuals. In addition to these services, the firm offers income analysis, wealth management, and foundation asset management services.

Client Information Form

Client Name(s):

Date of birth:

Preferred e-mail address:

Daytime contact number:

Cell phone:

Children:

Date of Birth:

Accountant:

Lawyer:

Insurance Agent:

Amount of Life Insurance:

Do you have a will?

Yes

If yes, when was it last updated?

Do you have investments or annuities held elsewhere that you would like me to review?

Yes

If yes, where?

How many times per year would you like to be contacted in person?

By phone?

Would you be interested in receiving periodic newsletters via e-mail?

Yes

If yes, what issues would most interest you?

What, if any, other services would you like your advisor to offer?

What areas, if any, could benefit from improvement?

What friends, colleagues, or family members could benefit from my services?

Additional suggestions or comments: