Application 1 – Dr Rouse Now

This Isn't for Everyone.

Dr. Rouse works with a small group of serious people that want control

over their lives and money and want predictable, rules-based cash flow, without stocks, stress, or guesswork.

If that's you, take 3 minutes and answer a few questions below.

No sales pitch on this call.

Just clarity on whether this is a fit for your situation.

Application 1

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Name *

First

Last *

Last

State *

State You Live In

Email Address *

Phone Number *

Primary

Alt. Phone

Secondary

1. What are your goals in and for retirement? *

Travel

Buy a House

Buy a 2nd House or Vacation Property

More time with kids/grandkids

More time with Friends & Family

Money & Time for Hobbies

Volunteer - Church/Community

Other- List below

Optional: Other goals I have in and for my retrirement.

2. How much annual income do you need to reach and enjoy your retirement goals? (select from below) *

3. What’s your biggest retirement concerns? (Check all that apply or add your own) *

Market Crashes (e.g., 2008, 2020)

High Fees/Commissions (e.g., advisor or fund fees and commissions eating into your returns)

Complexity (e.g., too many moving parts, hard to understand)

Inflation & Taxes

Healthcare costs

Cutting Back My Lifestyle

I Might Outlive My Savings

Becoming dependent on the kids

Other; List below

Optional: Other concerns or anything else you want us to know

Confirm you understand:: (Must check all to proceed) *

This is a mutual fit assessment — not a sales call

No purchases can be made during this call.

If accepted, you'll start within 10 days

The program investment is $6,000 (or 2 payments of $3,000).

If you are human, leave this field blank.

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