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Confidential Pre-Appointment Questionnaire

Filling out this confidential questionnaire is the first step to developing a strong financial strategy. Please be assured that your information will be treated with the highest degree of confidentiality. If you have any questions, do not hesitate to call our office.

Please complete and mail or fax the questionnaire at the bottom of this page to our office prior to your appointment.

What to bring to your appointment:

In order for us to offer a sound financial strategy, we strongly urge you to bring the following documents along with you to your appointment. Your documents will be held in a confidential manner during the time we need to review them. They will be returned to you as quickly as possible. If you prefer, bring duplicate copies of your financial papers to your appointment as they are acceptable.

The privacy and confidentiality of your personal information is very important to us at Atlantic Financial Group, LLC. We adhere to all privacy and confidentiality requirements for all entities whose products or services we offer.

  1. Income Tax Return(s) for last year
  2. Paycheck Stub(s) for you and your significant other showing deductions from gross income
  3. Statements for each investment you own, where applicable
  4. All Insurance Policies (please include declarations of coverage)
    • Automobile and Homeowners Policies
    • Liability Coverages
    • Life Insurance Policies (for all members of your family)
    • Disability Income Insurance Policy
    • Any other types of insurance policies
  5. Company-provided Group Benefits for you and your significant other (please include a printout of specific coverages if available)
  6. Will and Trust documents
Click Here for Our Questionnaire

 

Personal Cash Flow and Balance Sheet

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