Client Confidential Form

Completing a client confidential form and submitting it in to our office prior to your first consultation is very important because it allows your advisor to review your financial information, do any research necessary, and be prepared to answer specific questions you may have regarding your situation. Your information on the client confidential form is kept strictly confidential.

We also suggest that in addition to completing the client confidential form you bring with you to your first appointment your most recent 401(k) and/or investment statements. This will also provide your advisor with the additional information that he needs to review your current financial situation during your consultation.

Instructions for completing your client confidential form

  1. Click on “Client Confidential Form” above to open the form. Please note: for securities reasons, this document cannot be saved. Please ensure you have all of your information ready to fill in the form, so that you can print it once completed.

  2. Click to fill in all the highlight fields in the form (you can also use the Tab key to navigate to the next field).
  3. In amount fields, please enter whole dollar amounts.
  4. Once the form is completed, please print a copy to fax or mail to our office to the attention of Christine Martinez.

440-779-0746

29691 Lorain Road, North Olmsted, OH 44070