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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.)
Approximate Net Worth

Financial Status Overview

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

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How many Sources of income do you have?
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Monthly Expenses

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Liquid Assets & Real Estate Investments

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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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    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)
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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
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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

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    Business Interest #3

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    Business Interest #4

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    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?
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    Complete Form - Please Review for Accuracy


    {all_fields}

    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

    Fort Wayne Office

    10425 Oak Valley Road
    Fort Wayne, IN 46845

    (260) 624-0490

    Titusville Office

    815 S Washington Ave #203
    Titusville, FL 32780

    (321) 206-1158

    office@wmateam.org

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

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