Become a Client

Now that you are aware of our process and are considering working with us, please conplete the financial planning questionnaire and client lifestyle questionnaire listed below.

Once completed, they may be returned directly to your advisor's email address or faxed to: 888-386-5945.

Both documents are in word format and can be filled in and sent back to us.

Financial Planning Questionnaire

Client Lifestyle Questionnaire

Preliminary Health Questionnaire for Detailed Insurance Policy Reviews 

As always, should you have any questions please feel free to contact our office.


Business:         888-648-PLAN • 949-427-1387 • 619-908-1855

Facsimile:        888-386-5945