Broker Check

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!

 




Personal Financial Information Overview for Faith Investment Services

Confidential Information for Gary R. Reese, ChFC, CLU, CLTC, LUTCF
Downtown office: 122 N. Main Street, Bluffton, OH 45817 Mailing & Back office: 177 Hillcrest Drive, Bluffton, OH 45817
(419) 358-4207 * (567) 226-1070 Fax (614) 559-4605 gary.reese@cfdinvestments.com www.myfaithinvestments.com

This Personal Financial Information Overview will help us to assess your current situation, understand your goals, and help you develop a plan to achieve those goals.  As we meet together, we will gather as much information as possible to help create a total picture. To help with that, you can fill out as much of this in advance as you are comfortable with.  You can also have ready the following items for our first meeting (if applicable):

  • Current wills, trusts, and last gift tax returns for you and your spouse
  • Insurance contracts -- life, health, disability, long-term care, liability, home owners, automobile
  • Group employee booklet
  • Retirement plan statements/projections
  • Investment account statements
  • Most recent tax return
  • Monthly living expenses (budget)

Personal values are a reflection of an individual's belief system.  Who a person votes for, how a person worships, and what parents teach their children are all obvious reflections of a person's values.  How a person invests their money is just as reflective...

Before you provide the information that will allow us to help you develop a strong financial plan, it is critically important that we understand your life values.  You have the opportunity and responsibility to indicate to your financial adviser which values, if any, you wish considered in your investment portfolio.  Please mark the issues below that you would like us to consider when recommending an investment:








Date of Birth *                  

Social Security Number (no dashes) 

Spouse Name                  

Spouse Date of Birth        


Spouse Social Security Number (no dashes)  

 Zip code







Email address                  














 Client/AnnuallySpouse/Annually
Salary
Self-Employment
Interest & Dividends
Pensions & Annuities
Social Security
Rental Property (Net)
Alimony or Other



 Name .RelationshipDate of BirthSocial Security NumberAddress .
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 Asset Type or Name of AssetHeld in Whose name?Market Value
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Part V - Liabilities

 Liability NameIn Whose name?Amount of Liability or loan
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Be sure to print a copy of this before you hit submit, if you would like a copy for your records.  

Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Adviser.  Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC.  Faith Investment Services, LLC is independently owned and is not affiliated with cfd Investments, Inc. or Creative Financial Designs, Inc.
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