Home
About
- FAQ
- Locations
- News
- Our Team
- Careers
How We Help
Events
Videos
Financial GPS
Book a Call

Financial GPS

Book a Call

Financial Consultant

Josh Strickland

Georgia

REAL Loan Application

CORE Fund Application

Application form

REAL Application

Step 1 of 15

Dollar amount to be placed(Required)

What is the source of your funds?(Required)

Enter the source of your funds below

Name(Required)

Use your individual name as shown on your personal income tax return.
If the funds are coming from an international account, please make it match the name on your account EXACTLY.
DO NOT USE A COMPANY NAME HERE!

First

Beneficiary(Required)

The combined allotted percentages for beneficiaries must add up to 100%.

Name of Beneficiary

Percentage allotted to Beneficiary

Will the funds be taken out using your name or your business/entity name?(Required)

Business/entity name(Required)

Are you a United States Citizen?(Required)

Hidden

Citizen VOID

Are your funds coming from a retirement account?(Required)

Such as 401k, Traditional, Roth, SEP, SDIRA, etc.

Hidden

Retirement VOID

Client to wire funds?(Required)

Wiring instructions will be sent via email immediately upon completion of the application. If you don't receive it, please check your spam/junk folder.

Client Date of Birth(Required)

Must be over 18 years of age to participate in this program

MM slash DD slash YYYY

Email(Required)

Contract, documents and renewal notices will be sent to this email.

Cell Phone Number(Required)

Address(Required)

Use your address as shown on your income tax return

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Underwriting

Underwriting(Required)

I certify that the source of funds I am providing for this loan has not come in part or in whole from any illegal or illegitimate source(s).(Required)

Consent 2(Required)

I certify that the source of funds I am providing comes from expendable income.(Required)

Consent 3(Required)

I certify that I have spoken with a Drive Planning team member to ensure this is a suitable option for me.(Required)

Consent 4(Required)

In the event that my loan is paid out later than the 3 month period specified in this contract, I understand that interest will be prorated accordingly.(Required)

Initial(Required)

Enter your initials to signify that you have read and agree with the information above.

Federal Tax Classification(Required)

Choose the appropriate option for your business.

Individual/sole proprietor or single-member LLC

Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership)

C Corporation

S Corporation

Partnership

Trust/Estate

Other (Such as Charitable LLC)

Choose the tax classification

Enter other classification

Social Security Number(Required)

For tax purposes the government requires us to gather this information. This is a secure connection. Your information is not saved on our site and is never shared with anyone.

Employer Identification Number(Required)

For tax purposes the government requires us to gather this information. This is a secure connection. Your information is not saved on our site and is never shared with anyone.

Signature(Required)

Comments

This field is for validation purposes and should be left unchanged.

Application form

CORE Fund Application

Step 1 of 14

Dollar amount to be placed(Required)

What is the source of your funds?(Required)

Enter the source of your funds below

Distribution(Required)

Choose your preferred distribution period.

3 year investment paying 22% every year

3 year investment paying 10% every 6 months

1 year investment paying 14% at the end of term

Name(Required)

First

Are you married?(Required)

Spouse Name

Use your spouse's name as shown on your income tax return.

First

Beneficiary(Required)

The combined allotted percentages for beneficiaries must add up to 100%.

Name of Beneficiary

Percentage allotted to Beneficiary

Will the loan be taken out using your name or your business/entity name?(Required)

Business/entity name(Required)

How will you send your funds?(Required)

Wiring instructions and the mailing address for the check will be sent via email immediately upon completion of the application. If you don't receive it, please check your spam/junk folder.

Your Date of Birth(Required)

Must be over 18 years of age to participate in this program

MM slash DD slash YYYY

Spouse's Date of Birth

Must be over 18 years of age to participate in this program

MM slash DD slash YYYY

Email(Required)

Contract, documents and renewal notices will be sent to this email.

Spouse's Email

Contract, documents and renewal notices will be sent to this email.

Cell Phone Number(Required)

Address(Required)

Use your address as shown on your income tax return

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Underwriting

Underwriting(Required)

I certify that the source of funds I am providing for this loan has not come in part or in whole from any illegal or illegitimate source(s).(Required)

Consent 2(Required)

I certify that the source of funds I am providing comes from expendable income.(Required)

Consent 3(Required)

I certify that I have spoken with my financial advisor to ensure this is a suitable option for me.(Required)

Consent 4(Required)

In the event that my loan is paid out later than the specified period specified in this contract, I understand that interest will be prorated accordingly.(Required)

Initial(Required)

Enter your initials to signify that you have read and agree with the information above.

Federal Tax Classification(Required)

Choose the appropriate option for your business.

Individual/sole proprietor or single-member LLC

Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership)

C Corporation

S Corporation

Partnership

Trust/Estate

Other (Such as Charitable LLC)

Choose the tax classification

Enter other classification

Social Security Number(Required)

For tax purposes the government requires us to gather this information. This is a secure connection. Your information is not saved on our site and is never shared with anyone.

Employer Identification Number(Required)

For tax purposes the government requires us to gather this information. This is a secure connection. Your information is not saved on our site and is never shared with anyone.

Signature(Required)

Phone

This field is for validation purposes and should be left unchanged.



Josh Strickland's Bio

I have studied under David Bradford for many years, spanning as far back as when I sat as a pupil in his Sunday school class, when David served as the pastor of the church I grew up in. Since then, he has guided me through my financial growth over the years, and Drive Planning has been an integral part of my financial success. As I matured professionally and financially, David invited me to join Drive Planning as an advisor, and I truly believe this is where the Lord has been leading me all these years. I have a passionate drive for success and define that success as “doing my best for the benefit of others.” I find it incredibly rewarding to guide individuals and businesses through their pursuit of financial growth and the peace that comes with having a watertight plan for the future.

My chief goal is to glorify God and enjoy him in all I do and I find that my passion to help others allows me to exercise that practice in my work. Outside of the office you’ll find me enjoying the outdoors with my wife and two boys, hunting, fishing, or anything out in the sun or in the water. I am deeply grateful for the guidance and opportunities that Drive Planning has provided me. Together, we look forward to creating a brighter and more secure financial future for those we serve.



Contact Info