A clear path for retirement income… A clear path for making work optional… A clear path for navigating life’s difficult transitions… A clear path for juggling business and personal financial success…

Client Forms

For personal financial planning, please download this confidential questionnaire. For business-related services we will email you a questionnaire customized for your requested services.
  • Confidential Client Questionnaire for Get Acquainted Meeting
    Please fill out this secure form. Fill it in to the best of your ability. Remember to click "save" to be able to return to the form if you don't complete it in one sitting. By clicking 'submit,' your information will be encrypted and sent securely to us. You will receive a confirmation email upon submitting.
  • Financial Fitness Survey

    Take this brief survey to see how financial fit you are!  It may also help you think through areas you may wish to discuss.

Corporate Financial Information
  • Follow the Money - How Advisors Get Paid
    It seems like everyone calling themselves a financial advisor these days claims the same thing - that they provide independent, objective and unbiased advice in your best interest. So how can you tell the difference between objective advice and a sales pitch? Follow the money.

With the free Adobe® Acrobat® Reader® software, you can view and print Adobe Portable Document Format (PDF) files. If you do not already have Microsoft® Word®, Excel® or Power Point® installed on your computer, the viewers enable you to view and print Word documents, Excel spreadsheets and Power Point presentations. If you already have Word, Excel or Power Point installed on your computer, you do not need to download these viewers. To download any of these free programs, click a link below.

Adobe Acrobat (pdf)Adobe Acrobat Reader Microsoft ExcelMicrosoft Excel Viewer
Microsoft WordMicrosoft Word Viewer Microsoft PowerPointMicrosoft PowerPoint Viewer