Welcome

We look forward to visiting with you soon!

To make our time together more productive, we have created a few online questionnaires that you are welcome to fill out ahead of time. Please look through the options and if one of them seems pertinent to your situation, feel free to click the link to complete it. In addition, if you would like to share any documents ahead of time, please use the secure document upload link below. Talk to you soon!

First Appointment Questionnaire (5-10 minutes)

Share some basic information about your income, expenses, investment accounts, and insurance.

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Social Security Analysis (10 minutes)

If you want us to provide a Social Security Analysis report, FREE of charge and customized to your unique situation, please fill out this questionnaire.

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Risk Score (5 minutes)

This questionnaire helps us gauge your "appetite" for risk in your portfolio. After completing the questions, you'll end up with a score ranging from 1-100.

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Risk Profile Questionnaire (for Portfolio Design) (5 minutes)

This questionnaire needs to be done if we're going to prepare an investment portfolio recommendation for you.

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Secure Document Upload

Have documents you'd like to send to us securely? Do it here.

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Review Questionnaire (5-10 minutes)

Are you a client coming in for a review? Please share with us what's on your mind so we can be better prepared for the conversation!

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