MEADOR & ASSOCIATES Financial Advisors
Profile Questionnaire Form
Please fill out the downloadable profile questionnaire
and return to us via email, or in snail mail. We will review your
information provided in the profile questionnaire and determine whether
we would be able to assist you with your financial advisory needs.
If we believe that we can be of assistance to you, we will schedule
a discovery meeting with you. At that time, we will send you a letter
confirming the scheduled meeting and ask you to bring the following
documents to make the meeting as productive as possible:
1. Your last two years’ income
tax returns.
2. Any recent financial statements prepared for refinancing, etc.
3. Current bank statements,
if any.
4. Current mutual fund statements, if any.
5. Current brokerage statements, if any.
Current life insurance policies, if any.
6. Current employee benefit statements, including those for 401(k) or
other retirement plans, if any.
7. Any wills or trust documents.
8. Anything else you believe would be useful for me
to gain a better understanding of your financial situation.
Please bring in the originals
of each of the documents. Our staff will make copies while we’re
meeting.
If you have problems locating any of the information, please call us so
we can help direct you to the proper source to obtain the necessary information.
We look forward to exploring how we might be able to assist you in achieving
your financial goals.
Sincerely,
Advisor to the Affluent
100 E. Thousand Oaks Blvd.
Suite 257
Thousand Oaks, CA. 91360
805.496.5474
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