We encourage folks to do their homework. Folks may want to do so, especially before jumping into conversations with SmartVestor Pros. It is a completely normal part of managing that process!
You will complete this form by inputting your contact information, and you can have a list of SmartVestor Pros sent to you without forwarding your contact information to them. To do so, you will need to deselect the checkbox at the bottom on the fourth page of the experience where you input your email address.
Doing so will opt you out of sending your information to the Pros, and the list will still be emailed to you (for you to view and choose who you want to contact). Take your time to research each of the SmartVestor Pros before reaching out to them. When you do reach out, we would encourage you to interview each of them to determine the best fit for you and your situation.
If you still have questions, you are welcome to reach out to our team at any time.