Thank you for your interest in our firm and for taking the time to complete this questionnaire.

It should take approximately 15 to 30 minutes to finish. To assist you, please have the following documents ready: account statements (bank, investments, annuities, mortgage, student loans, HELOC, etc.), driver’s license(s), and your most current tax return.

We may also request additional applicable documentation, such as life insurance policies, wills, and power of attorney documents. Any information you cannot provide now can be shared with Waterford Advisors at a later date. However, the more information you provide upfront, the more productive our subsequent conversations will be.

Confidential: your information will be kept confidential and will never be provided to anyone without your consent.