• Benefits Profile Information

    Information about your health and retirement benefits

  • ABOUT THIS DATA FORM:

    Please review this information carefully.  The information provided on this form will be used in our firm client database and tax reporting. 

    Estimated Time to Complete:  5-15 minutes

  • Click on "Go to Next Page" to continue with your questionnaire. Need more Time? Click "Save for Later" only if you need to save your data and return later. If you do click Save for Later, you will receive an email with a link so you can return to it for completion.

  • Health and Medical Benefits

  • Note about your Health Share/Medi Share Payments:
    All Health Share Plans/Medi Share Plans are not recognized as true Insurance, therefore your payment to these plans are NOT TAX DEDUCTIBLE.

    If you wish, please inquire with your assigned Advisor on the true cost of your Medi Share plan vs Health Insurance.

  • Retirement Account Plans

  • Employee Benefits Information

  • Health/Medical Benefits - Employees:

    Please review ALL questions abut YOUR EMPLOYEES health coverage

  • Retirement Benefits - Employees:

    Please review ALL questions about YOUR EMPLOYEES retirement plans.

  • You are almost DONE!  Review the two items below.

    1. SUBMIT YOUR ANSWERS:  Once complete, click "Submit Answers" to transmit your response to our office. Select "Save for Later" if you'd like to edit responses prior to submitting.  

    2. YOUR ANSWERS WILL BE REVIEWED:  We will review your submission to determine next steps.
     
    Thank you for your time in completing this form!

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