Here you will find the forms and account information to make your financial goals easier to achieve.
Non-probate transfers on death account registration request
Retirement beneficiary designation
New CLIENT Paperwork
- Questionnaire - Please fill this out and if possible return it (by email/fax/mail) prior to our meeting.
- Document Checklist - Please gather and bring these items with you.
- Budget Worksheet (excel document) - Please fill out and bring with you.
- Here is a Biography of Tom Presper and one of Dan Garner for your information.
Financial Planning
- Investor Risk Tolerance Questionnaire
- PFA Client Profile Sheet
- PFA Financial Planning Questionnaire
- Budget Worksheet (excel document)
- Financial Planning Agreement
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