469-248-6237 D Magazine Best Financial Planners

Forms

Forms for new and continuing clients to complete:

  • Upload financial statements (prospective clients, new and continuing clients; 5 min. est. completion time). Securely upload investment account statements (employer retirement plans, brokerage accounts, IRAs, mutual funds), 401(k) investment options, employee benefit summaries, insurance statements and/or summaries (not the entire policies please!), other relevant financial documents.

  • Upload tax returns (prospective clients, new and continuing clients; 5 min. est. completion time). Securely upload your two most recent filed tax returns; forms 1040 and all filed schedules.

  • Upload estate documents (continuing clients; 5 min. est. completion time). Securely upload wills, trust documents, powers of attorney, marital agreements, and asset protection structure documents such as LLCs or FLPs.

  • Upload pay statement details (new and continuing clients; 5 min. est. completion time). Securely upload your last year-end and most recent payroll detail statements (for both spouses if married).

  • Provide details related to mortgages and other loans (if applicable): original amount and date, current balance, interest rate, term, monthly payment amount (P&I), additional monthly principal amount, escrow payment amount. This information can usually be found on your most recent statement. Also include annual homeowners insurance and maintenance costs.

  • Upload Social Security wage history (new and continuing clients; 10 min. est. completion time). Click the link for step-by-step instructions to easily export your SS wage history. If married, please complete this for each spouse (even if one or both of you has no work history).

Important documents for you to review:

FFP disclosure brochure (Form ADV Part II)

FFP privacy statement

FFP's Texas State Securities Board Certificate of Registration