If you would like to discuss any particular topic(s) and receive relevant advice to your unique financial situation, feel free to gather and upload any documents that apply to you. You can use our new client document checklist as a guide on what to upload.
Click Here to View the Document Checklist. If you have any other form of documentation you think would help us provide you with the right financial strategies, feel free to upload that as well.
Uploading any documents is completely optional. If you have any questions regarding the submission of any documents requested, please contact your advisor or call 866‐569‐2450.