THE CASCADE WAY SOLUTIONS RESOURCE CENTER CONTACT US

Special Needs Survey

Rob Wrubel is a Senior Investment Consultant with Cascade Investment Group. Rob works with families with a special needs member on investment management and financial planning.

Please complete the survey below so Rob may personally address your needs.

Name:
Email:	(required)
Address
City:
State:	Zip:
Phone:
What is your relationship to family member with disability?	(self, parent, sibling, grandparent, other)
What type of disability?
Do you have a special needs trust in place?	Yes No
If yes, when was the last time it was reviewed?
If no special needs trust, why?
Do you have a comprehensive investment and financial plan in place?	Yes No
If yes, when was the last time it was reviewed?
Do you have a financial advisor who understands special needs issues?	Yes No
Does your financial advisor have personal experience in special needs issues?	Yes No
What factors help you decide which financial advisor to choose?	Check all that apply: Investment Management Experience Life Insurance Experience Special Needs Experience Privacy

Question, Comment or Special Need?

Thank You!

(Please just press the Submit button once. Thanks!)

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Cascade Investment Group, Inc., Colorado Springs, CO

Phone: 719.632.0818 .:. Toll-free: 800.984.9074

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