Client Checklist
While all of us have good intentions to get our finances in order, we may not always have the time. or even know '"where to start." With that being said our clients have recently inquired about the possibility of of offering a wider range of financial services. After extensive research and preparation. we have decided to expand our services with a relationship with Blue Ocean Wealth Solutions — a General Agency of Massachusetts Mutual Life Insurance Company (Mass Mutual) to do just that. Through this relationship you have access to an array of valuable products and services with our CPA and Financial Planner team that can help you prepare for the future and to help meet your financial goals. Please complete the below checklist so we can better serve you from a holistic tax & financial planning perspective.
Email address *
Business Owner or Individual Name *
Business or Individual Name Address & Phone Number *
For us to better serve you as a Business owner or Individual client please answer the following: Would you like arrange a free consultation to discuss? (please check): *
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