Meeting Prep

Welcome to the Meeting Prep Center!  Getting started on your journey to better financial health is a few easy steps away.  You probably already have a great working knowledge of your finances and at least a rough idea of the goals you'd like to accomplish.  By organizing your information upfront, and sharing as much detail as possible, you will ensure you get better advice.  The more information you can provide your Wealth Manager, the better. And by the way, all your information is strictly confidential just like the private relationship between you and your physician or legal professional.

INSTRUCTIONS: Before your initial appointment, please visit these links.  It will be very helpful if you are able to bring as much documentation as possible:

Documents Needed

Wealth Management Road Map Survey

Note: When filling out the Wealth Management Roadmap Survey, if you are uncomfortable providing any personal info or legal address, we understand!  We would ask that prior to your initial meeting, you complete as much as you're comfortable with.  You will get a better result if you provide us with as much information as possible, but certain info such as your address, is only required in the event you set up investments or other products.

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NOTE: No information contained within this webiste is intended to be taken as tax or legal advice. Please consult with tax or legal professionals for specific information regarding your individual situation.  Any opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through First Allied Securities, Inc., A Registered Broker Dealer, Member FINRA/SIPC.  Advisory Services offered through First Allied Advisory Services, Inc.  Triad Benefits Group is not affiliated with First Allied Securities or First Allied Advisory Services.

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