Receive
your FREE Financial Health Check!
As part of our total financial service
to clients, we’d like to offer you a FREE initial assessment*
of your financial situation.
All you have to do is complete the
Initial
Financial Report Questionnaire
and mail
it to us, or bring it with
you when you visit us at tax-time. If there are any areas of your
finances that need attention, we will contact you to make an appointment.
Contact us today
to make an appointment to come in and see us!
The above files
are in PDF format and require Adobe
Acrobat Reader to view.
* Please note,
this free initial assessment pertains to our financial planning
services. It does not include tax and accounting services. |