Broker Check

Two Summit Park Drive, Suite 350 • Independence, OH 44131

Phone (216) 642-9211

All Forms

  • Advisor Questionnaire - Want to collaborate? Let us get to know you and your firm by filling out this brief questionnaire.
  • Annual Review - It's that time again! Please print and complete. See ya soon..
  • Asset Allocation Questionnaire - Are you as risky as you once were? Let's find out!
  • Discovery Questionnaire - You tell us about your current financial situation, risk(s), goal(s), and how we can assist you in developing a healthier piece of mind. 
  • Estate Planning Checklist - Do you know what would happen in the event something happened to you? Review this checklist.