Appointment Preparation
| What To Bring Form |
New Client Form
| new_client_form.pdf |
Annual Review Form
| annual_review_form.pdf |
(913)-681-2609 | [email protected]
This material has been prepared for
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.