We understand that sometimes folks want to do a bit of research themselves before jumping into conversations with SmartVestor Pros. That is completely normal!
You will still need to complete the form by inputting your contact information, however, you can have a list sent to you without forwarding your contact information to the SmartVestor Pros. To do so, you need to deselect the checkbox to the side of the SmartVestor form. (That checkbox is at the bottom of the page on mobile, so you will need to scroll all the way down to find that.)
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 may reach out to our team at any time.