Please take a moment to download, print and complete the Firm Questionnaire provided below to help us perform due diligence and obtain the information needed review the facts of your case, assess your planning goals and offer you the best planning recommendations possible. We will be glad to schedule a consult meeting or complimentary conference call with you, after receiving your completed Questionnaire by email to lrhoden@wealthprotection.us or by fax to (305) 675-3998.