Helpline Request Form

Helpline Request

Personal Information


Demographic Information

Savvy Ladies will protect all personal and financial information you share with us. The purpose of collecting demographic information is for the sole purpose of understanding the needs of our community. We will not sell or rent any of your personal information to third parties.

All personal financial advice and assistance provided by the planner is provided solely by the individual planner. By accepting assistance, you acknowledge and agree that Savvy Ladies, officers, board and staff assume no responsibility or liability for the accuracy or appropriateness of any advice or assistance provided by the planner. You acknowledge that you must make an independent judgement regarding a particular planner’s qualifications and suitability for your individual needs and circumstances. The responsibility for financial decisions are your own and you understand that you are under no obligation to follow any recommendations or suggestions provided by the planner. The planner will comply with all regulatory, professional and ethical obligations imposed by the Securities and Exchange Commission.