Home
About
Services
Resources
Process
Events
Client Login
Contact

Forms

Please find below fillable forms commonly used in our planning process and in account servicing

Account Opening Worksheet
Budget Worksheet
Client Questionnaire
First Meeting Checklist
Retirement Lifestyle Workbook
Authorization for Duplicate Statements
Permission to Disclose PII
Trading Authorization
Trusted Contact Person

Contact

Office: (602) 313-1112

6909 E. Greenway Parkway

Suite 295

Scottsdale, AZ 85254

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and EverVest Financial are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, FL, GA, ID, IL, IN, KS, MD, MI, MN, MO, NV, NJ, NY, NC, OK, PA, SC, TX, WA, WI, WV