Forms – StrongTower Wealth Management

StrongTower Fact-Finder Forms

Personal Information

This form will collect your personal information and the information of your spouse and/or children if applicable.
COMPLETE FORM

Financial Information

This form will collect a brief summary of your income, debts, assets, and plans you have made to protect them.
COMPLETE FORM

This form asks a few brief questions that assist your Advisor in proposing an investment portfolio that is appropriate for your needs, including how much you plan to invest and what the money will be used for.
COMPLETE FORM

Here are some additional forms that can be helpful to you and your Advisor in developing a plan for your future. These forms are optional.

College Savings

This form helps your Advisor determine a realistic goal in saving for your child’s higher education needs.

Capital Needs Upon Death

This form tells your Advisor the goals that you would like to accomplish with your life insurance and gives a better idea of what coverage amount would best suit you.

Goals & Visions

This simple questionnaire asks ten open-ended questions to help your Advisor figure out what is most important to you in planning for your future.

COMPLETE FORM

Insurance Coverage

This form collects information about the current health, life, disability, and long-term care insurance that you have in force on you and your family right now.

Retirement Planning

This form collects information about your retirement plans as well as the funds you expect to receive during retirement.