Please complete the form below prior to your initial appointment and either print it out and bring it with you to your appointment or call our office to discuss other methods to get the completed form to us so we have it at your initial meeting. This basic information sheet will allow us to understand your life and planning goals. When you click on the link below it will download the needed Adobe Acrobat PDF document, you can then fill it in, print and/or save.
After Our Initial Meeting
If we decide to move forward together in the planning process, we ask that you complete the appropriate Personal Information Form (PIF) below. Our Personal Information Form is an in depth look into your life, finances, assets and basic information that gives us the knowledge to make the right recommendations and choices for your Legacy Plan. When you click on one of the links below it will download the needed Adobe Acrobat PDF document, you can then fill it in, print and/or save.
**PLEASE NOTE!! -- You can usually save your form data by using the PDF toolbar save button or menubar. In the event that your browser does not display a save button, you should be able to right-click on the PDF document itself and select SAVE from the menu. We advise that you save a local copy of our PDF files before entering your information. Then, you can save another copy (or print a copy) after filling out your information.
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4039 S. Hwy. 92, Sierra Vista, AZ 85650