(If Printing and Mailing/Faxing, Please Fill Out Form In INK)
We must have this Inventory and Assessment returned to us by mail, fax or email at least three days prior to your Family Wealth Planning Session to ensure that we have enough time to understand the specifics of your situation prior to our meeting. If you are married or life partners, please complete sections for Client 1 and Client 2. If single, please complete sections for Client 1 only.
If you have any questions or need help in completing any part of this form, please call our office at [305-514-0608] and we will set up a phone conference to assist you.
The privacy and security of your data is a top priority for us. Our online forms come with, 256 Bit SSL encryption, which is the same level of protection used by online banking or e-commerce providers. Please be ensured your information will be kept safe and confidential.