John Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2017
John Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2017John Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2017Forms for new and renewing clients to complete:
Prospective Clients (prospective clients; 3 min. est. completion time).
Plan Data Input (new and renewing clients levels two, three, four; 15-30 min. est. completion time).
Wealth Access Account Portal (level two, three, four new and renewing clients; 30 min. est. completion time; email us if you have never logged into the software platform).
Risk Profile Basic (level one and level two new and renewing clients; 15 min. est. completion time. Each spouse should complete independently).
Risk Profile Pro (level three and level four new and renewing clients; 15 min. est. completion time. Each spouse should complete independently).
Plan Review (renewing clients levels two, three, four; 5-10 min. est. completion time).
Securely upload documents here (new and renewing clients; 5 min. est. completion time).
Important documents for you to review:
FFP disclosure brochure (Form ADV Part II)
