Response Survey

Name *

First

Last

Birth Year *

Spouse/Partner Name

First

Last

Spouse/Partner Birth Year

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

What is the range of your investable assets? *

What is the range of your annual income? *

WE BELIEVE IN:

Protection of Principal*
Reasonable Rate of Return Over Time
Keeping it Simple
TAX*FREE GREEN LINE™

I want a private One-on-One Meeting: *

Yes
No

Choose One or More of the Following To Discuss In Our Meeting: *

I am interested in maximizing the use of my RMDs I am not spending
I am interested in converting some of my retirement savings to income tax-free
I am interested in creating future, supplemental tax-free income
I am interested in leveraging my after-tax funds, income tax-free
I am interested in upgrading my existing cash value life insurance policy (Whole Life, Variable Life, or Universal Life)

Best Day To Contact Me This Week Is: *

Monday
Tuesday
Wednesday
Thursday
Friday

Best Time To Contact *

Morning
Afternoon

I would like to refer someone I know that I think would like to hear more about the topics we discussed: *

Yes
No

Referral Name *

First

Last

Referral Phone Number *

Phone

(507) 932-8950

Our Locations

1249 Whitewater Ave. Saint Charles, MN 55972
1530 Greenview Drive SW #114, Rochester, MN 55902
306 Main Street #7, La Crescent, MN 55947

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Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Coppell Advisory Solutions, LLC, Investment Advisor Representative Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. Content should not be viewed as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. Fusion Investment Advisors is not engaged in the practice of law or accounting. Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. All insurance and investment strategies have the potential for profit or loss. Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to offer a professional opinion with respect thereto. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.

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