Client Resources

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Download and complete our Client_Discovery_Questionnaire before your consultation to ensure a productive and quality financial meeting. Once complete, you will need to save this to your computer as a PDF and email or fax it to our office. Contact Us if you have any questions.

 

To access your brokerage accounts online and sign up for electronic delivery of your account statements and other documents, simply  CLICK HERE to access the WealthScape Investor website.

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Previous Client Events

December 2013

September 2014

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Savvy Social Security Planning