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Client Information

Full Name(Required)
Who is your advisor?(Required)
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Financial Status Overview

(Checking, Savings, Money Market Accounts, Stocks, Bonds, Mutual Funds)
(401K, 403b, Simple IRA, Traditional IRA, Roth IRA, Etc.)

Financial Status Overview

Have You or Your Spouse Ever Filed a Federal Gift Tax Return?
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Monthly Income

No need to put $ sign on each value
How many Sources of income do you have?
Place the income source below such as job, business, investment, etc.
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Monthly Expenses

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Liquid Assets & Real Estate Investments

Please enter the total amount
Please enter the total amount
Please enter the total amount
How many homes do you own?
Residence #1 Address


Residence #2 Address


Residence #3 Address


Residence #4 Address


Residence #5 Address
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Do you have Pension & Retirement Investments?

401k, 403b, Simple IRA, Traditional IRA, Roth IRA, etc. (NOTE: Please add more if you have other pension and/or retirement investments)
How many pension & retirement investments?
Type of Plan #1
Type of Plan #2
Type of Plan #3
Type of Plan #4
Type of Plan #5
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Other Investments

Non-Qualified funds (NOTE: Please add more if you have other investments)
Are there other investments? If so, select how many.
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Liabilities

Bank debt, mortgage debt, money owed to suppliers (accounts payable), wages owed, taxes owed, car loans, credit cards, personal loans, student loans and others
How many Liabilities do you have?
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Life Insurance Policies

How many Life Insurance Policies do you have?

Insurance Policy #1



Insurance Policy #2



Insurance Policy #3



Insurance Policy #4

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Business Interests

How many Business Interests?

Business Interest #1

Max. file size: 512 MB.


Business Interest #2

Max. file size: 512 MB.


Business Interest #3

Max. file size: 512 MB.


Business Interest #4

Max. file size: 512 MB.

Social Security Benefits

Are you currently taking social security benefits?
If not, when do you plan to take them and what are the assumed payments?
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Pension Benefits

Does client #1 have a pension?
How can you take the benefit?
At 100%At 75%At 50%
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Pension Benefits

Does client #2 have a pension?
How can you take the benefit?
At 100%At 75%At 50%

Complete Form - Please Review for Accuracy


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Wealth management accounting
  • About Us
    • Our Team
    • Trusted Resources
  • Our Services
    • Tax Planning
    • Asset Protection
    • Investment Management
    • Estate Planning
    • IRA Rescue
    • Medicaid Spend Down
    • Charitable Giving
    • Survivor Assistance
    • IRS Rescue
  • Who We Serve
    • Small Businesses
    • Individuals & Families
    • Financial Advisors
    • CPAs
    • Attorneys
  • Schedule Free Meeting
    • Privacy Policy

10425 Oak Valley Road
Fort Wayne, IN 46845

(260) 624-0490

office@wmateam.org

© 2023 Wealth Management Accounting. | Handcrafted by Crown Jewel Marketing

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