Financial Planning Questionnaire

We appreciate you taking time to provide this information to Linden Thomas & Company. Please use the form below and let us know how we can help you. If you prefer, give us a call or email us at We look forward to hearing from you soon.
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Your Name:*
Will you have other retirement income such as pension, part-time work, rental income, etc.?
If you answered 'YES' to having retirement income, please list each income source. Use the + to add additional sources.
Monthly Income
Start Year
End Year
Do you have assets held outside Linden Thomas & Company?
If you answered 'YES' to having outside assets, please list those assets, current balances and yearly contributions. This will help us consider your entire investment portfolio. Use the + to add additional sources.
Outside Asset
Current Value
Annual Additions
This field is for validation purposes and should be left unchanged.

Linden Thomas & Company

516 N Tryon Street
Charlotte, NC 28202
Call Now: (704) 554.8150
Toll Free: (877) 554-8150
Linden Thomas – 32 National Recognitions