dmagJohn Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2017
469-248-6237
dmagJohn Gay, CFP® named to D Magazine List of Best Financial Planners 2006-2017
469-248-6237

Forms 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)

FFP Client Service Agreement

FFP privacy statement