Personal Information Questionnaire
This is a simple personal information questionnaire that can be filled in right on your computer. The questionnaire helps you gather some pertinent financial information all in one place. That is helpful for Gary as he tries to assess your situation and make the best recommendations for you. Many folks find it is helpful to go through the process for their own benefit as well – so you have this basic information gathered for future reference. Complete what you can and it’s ok if you can’t complete every section.
When you have this questionnaire ready, simply hit submit. Our office will receive notice that you've completed the form and we will reach out to schedule an appointment with you. Please know that there is no obligation or cost to this appointment and it is really designed as a time for you to ask questions, gain information, and let Gary assess your situation.
If you live near us, we will endeavor to have a face-to-face meeting. If there is some distance, that's no problem! We'll start with a teleconference and then proceed from there, depending on your need.
We look forward to serving you!